Realty Income shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Realty Income
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Quarterly reported holdings in Realty Income by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 28k | 59.87 |
| 2025-06-30 | $1.6M | 27k | 56.59 |
| 2025-03-31 | $1.5M | 27k | 56.75 |
| 2024-12-31 | $1.7M | 32k | 54.49 |
| 2024-09-30 | $1.9M | 30k | 61.67 |
| 2024-06-30 | $1.5M | 30k | 52.36 |
| 2024-03-31 | $1.5M | 28k | 53.92 |
| 2023-12-31 | $377k | 6.5k | 57.68 |
| 2023-09-30 | $298k | 5.9k | 50.28 |
| 2023-06-30 | $345k | 5.7k | 60.59 |
| 2023-03-31 | $354k | 5.7k | 62.22 |
| 2022-12-31 | $332k | 4.9k | 67.97 |
| 2022-09-30 | $248k | 4.3k | 58.01 |
| 2022-06-30 | $294k | 4.3k | 68.77 |
| 2022-03-31 | $317k | 4.3k | 74.15 |
| 2021-12-31 | $290k | 4.3k | 67.84 |
| 2021-09-30 | $306k | 4.3k | 71.58 |
| 2021-06-30 | $300k | 4.3k | 70.18 |
| 2021-03-31 | $295k | 4.3k | 69.01 |
| 2020-12-31 | $256k | 4.3k | 59.88 |
| 2020-09-30 | $255k | 4.3k | 59.65 |
| 2019-12-31 | $647k | 8.2k | 78.66 |
| 2019-09-30 | $629k | 8.2k | 76.59 |
| 2019-06-30 | $576k | 8.4k | 68.92 |
| 2019-03-31 | $562 | 7.7k | 0.07 |
| 2018-12-31 | $531k | 7.7k | 69.36 |
| 2018-09-30 | $594k | 9.7k | 61.52 |
| 2018-06-30 | $521k | 9.7k | 53.83 |
| 2018-03-31 | $546k | 11k | 51.74 |
| 2017-12-31 | $664k | 12k | 57.00 |
More positions owned by Castle Rock Wealth Management
View all positions for Castle Rock Wealth Management