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Realty Income shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.9k 179 49.94
2023-06-30 $11k 179 59.79
2023-03-31 $9.2k 146 63.32
2022-12-31 $18k 286 63.43
2022-09-30 $14k 249 56.22

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth 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