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Realty Income shares owned by Carlsbad Wealth Advisory Group

Quarter-by-quarter ownership of Realty Income (O) shares owned by Carlsbad Wealth Advisory Group from 13F filings

Historical chart of Carlsbad Wealth Advisory Group investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Carlsbad Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $329k 5.5k 59.79

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding Realty Income

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

View all funds holding Realty Income