Realty Income shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Realty Income (O) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Realty Income
Tip: Access up to 7 years of quarterly data
All positions including Realty Income held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $903k | 15k | 60.79 |
| 2025-06-30 | $866k | 15k | 57.61 |
| 2025-03-31 | $885k | 15k | 58.01 |
| 2024-12-31 | $826k | 16k | 53.41 |
| 2024-09-30 | $1.0M | 16k | 63.42 |
| 2024-06-30 | $938k | 17k | 54.10 |
| 2024-03-31 | $938k | 17k | 54.10 |
| 2023-12-31 | $986k | 17k | 57.42 |
| 2023-09-30 | $896k | 18k | 49.94 |