Realty Income shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Realty Income
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Quarterly reported holdings in Realty Income by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 77k | 63.42 |
| 2024-06-30 | $4.0M | 76k | 52.82 |
| 2024-03-31 | $4.0M | 73k | 54.10 |
| 2023-12-31 | $4.0M | 71k | 57.42 |
| 2023-09-30 | $3.2M | 64k | 49.94 |
| 2023-06-30 | $3.8M | 63k | 59.79 |
| 2023-03-31 | $3.9M | 61k | 63.32 |
| 2022-12-31 | $3.9M | 61k | 63.43 |
| 2022-09-30 | $3.4M | 59k | 58.20 |
| 2022-06-30 | $4.0M | 58k | 68.26 |
| 2022-03-31 | $4.0M | 58k | 69.31 |
| 2021-12-31 | $4.1M | 57k | 71.58 |
| 2021-09-30 | $3.6M | 55k | 64.86 |
| 2021-06-30 | $3.5M | 53k | 66.73 |
| 2021-03-31 | $3.3M | 52k | 63.50 |
| 2020-12-31 | $3.0M | 48k | 62.17 |
| 2020-09-30 | $2.9M | 47k | 60.75 |
| 2020-06-30 | $2.8M | 47k | 59.51 |
| 2020-03-31 | $2.2M | 45k | 49.85 |
| 2019-12-31 | $3.4M | 47k | 73.63 |
| 2019-09-30 | $1.8M | 24k | 76.68 |
| 2019-06-30 | $1.6M | 24k | 68.98 |
| 2019-03-31 | $1.7M | 24k | 73.57 |
| 2018-12-31 | $1.5M | 23k | 63.03 |
| 2018-09-30 | $1.3M | 23k | 56.90 |
| 2018-06-30 | $1.2M | 23k | 53.81 |
| 2018-03-31 | $1.2M | 22k | 51.75 |
| 2017-12-31 | $1.2M | 22k | 57.04 |
| 2017-09-30 | $1.2M | 20k | 57.21 |
| 2017-06-30 | $1.1M | 20k | 55.19 |
| 2017-03-31 | $1.2M | 20k | 59.51 |
| 2016-12-31 | $1.2M | 20k | 57.50 |
More positions owned by Concentric Wealth Management
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