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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

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Quarterly reported holdings in Realty Income by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $938k 17k 54.10
2023-12-31 $986k 17k 57.42
2023-09-30 $896k 18k 49.94

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Realty Income

Vanguard Group
Bank of America Corporation
Legal & General Group
Dimensional Fund Advisors
Daiwa Securities Group
Norges Bank Investment Management
APG Asset Management US
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas
Principal Financial Group
Wells Fargo & Company
Sumitomo Mitsui Trust Holdings
Northwood Liquid Management

View all funds holding Realty Income