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Realty Income shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Realty Income (O) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 3.4k 63.42

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple Call (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Grwt Allocat Etf (AOR)
American Centy Etf Tr Emerging Mkt Val (AVES)
NVIDIA Corporation (NVDA)

View all positions for BSW Wealth Partners

Top funds holding Realty Income

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Invesco
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
APG Asset Management US

View all funds holding Realty Income