Realty Income shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Realty Income (O) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Realty Income
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Quarterly reported holdings in Realty Income by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 28k | 60.79 |
| 2025-06-30 | $1.6M | 27k | 57.61 |
| 2022-06-30 | $1.8M | 24k | 73.83 |
| 2022-03-31 | $1.7M | 25k | 69.29 |
| 2021-12-31 | $1.8M | 25k | 71.57 |
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