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Realty Income shares owned by Ballast Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Realty Income

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All positions including Realty Income held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0k 19 52.63

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Parnassus Investments
Dimensional Fund Advisors
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Cohen & Steers Capital Management

View all funds holding Realty Income