Realty Income shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Realty Income (O) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Realty Income
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Quarterly reported holdings in Realty Income by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 7.3k | 60.79 |
| 2025-06-30 | $388k | 6.7k | 57.61 |
| 2025-03-31 | $356k | 6.1k | 58.01 |
| 2024-12-31 | $283k | 5.3k | 53.41 |
| 2024-09-30 | $37k | 580 | 63.42 |
| 2024-06-30 | $31k | 580 | 52.82 |
| 2024-03-31 | $63k | 1.2k | 54.10 |
| 2023-12-31 | $33k | 580 | 57.42 |
| 2023-09-30 | $29k | 580 | 49.94 |
| 2023-06-30 | $35k | 580 | 59.79 |
| 2023-03-31 | $37k | 580 | 63.32 |
| 2022-12-31 | $37k | 580 | 63.43 |
| 2022-09-30 | $34k | 580 | 58.62 |
| 2022-06-30 | $40k | 580 | 68.97 |
| 2022-03-31 | $40k | 580 | 68.97 |
| 2021-12-31 | $42k | 580 | 72.41 |
| 2021-09-30 | $38k | 580 | 65.52 |
| 2021-06-30 | $39k | 580 | 67.24 |
| 2021-03-31 | $37k | 580 | 63.79 |
| 2020-12-31 | $36k | 580 | 62.07 |
| 2020-09-30 | $35k | 580 | 60.34 |
| 2020-06-30 | $35k | 580 | 60.34 |
| 2020-03-31 | $46k | 926 | 49.68 |
| 2019-12-31 | $43k | 580 | 74.14 |
More positions owned by Center for Financial Planning
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