Realty Income shares owned by Creative Planning
Quarter-by-quarter ownership of Realty Income (O) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Realty Income
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Quarterly reported holdings in Realty Income by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 258k | 63.42 |
| 2024-06-30 | $14M | 260k | 52.82 |
| 2024-03-31 | $11M | 209k | 54.10 |
| 2023-12-31 | $8.0M | 139k | 57.42 |
| 2023-09-30 | $6.1M | 123k | 49.94 |
| 2023-06-30 | $6.3M | 105k | 59.79 |
| 2023-03-31 | $5.6M | 88k | 63.32 |
| 2022-12-31 | $6.0M | 95k | 63.43 |
| 2022-09-30 | $5.3M | 91k | 58.20 |
| 2022-06-30 | $5.9M | 87k | 68.26 |
| 2022-03-31 | $5.2M | 75k | 69.30 |
| 2021-12-31 | $4.3M | 61k | 71.59 |
| 2021-09-30 | $4.1M | 63k | 64.86 |
| 2021-06-30 | $3.7M | 55k | 66.75 |
| 2021-03-31 | $4.5M | 71k | 63.50 |
| 2020-12-31 | $5.0M | 81k | 62.17 |
| 2020-09-30 | $4.7M | 78k | 60.75 |
| 2020-06-30 | $4.6M | 78k | 59.50 |
| 2020-03-31 | $3.9M | 78k | 49.85 |
| 2019-12-31 | $5.8M | 79k | 73.63 |
| 2019-09-30 | $6.1M | 79k | 76.68 |
| 2019-06-30 | $5.3M | 77k | 68.98 |
| 2019-03-31 | $5.7M | 77k | 73.56 |
| 2018-12-31 | $5.3M | 85k | 63.04 |
| 2018-09-30 | $4.7M | 83k | 56.89 |
| 2018-06-30 | $4.6M | 85k | 53.79 |
| 2018-03-31 | $4.5M | 87k | 51.73 |
| 2017-12-31 | $5.1M | 89k | 57.02 |
| 2017-09-30 | $5.3M | 92k | 57.19 |
| 2017-06-30 | $4.9M | 89k | 55.18 |
| 2017-03-31 | $5.6M | 94k | 59.53 |
| 2016-12-31 | $5.5M | 96k | 57.48 |
| 2016-09-30 | $6.2M | 93k | 66.92 |
| 2016-06-30 | $2.9M | 42k | 69.36 |
| 2016-03-31 | $2.4M | 38k | 62.52 |
| 2015-12-31 | $2.1M | 42k | 51.62 |
| 2015-09-30 | $2.0M | 43k | 47.39 |
| 2015-06-30 | $1.2M | 28k | 44.40 |
| 2015-03-31 | $1.4M | 27k | 51.62 |
| 2014-12-31 | $1.3M | 27k | 47.71 |
| 2014-09-30 | $1.0M | 25k | 40.80 |
| 2014-06-30 | $785k | 18k | 44.44 |
| 2014-03-31 | $731k | 18k | 40.84 |
| 2013-12-31 | $666k | 18k | 37.34 |
| 2013-09-30 | $667k | 17k | 39.77 |
| 2013-06-30 | $683k | 16k | 41.93 |
| 2012-12-31 | $548k | 14k | 40.22 |
| 2012-09-30 | $536k | 13k | 40.91 |
| 2012-06-30 | $496k | 12k | 41.81 |
| 2011-12-31 | $273k | 7.8k | 34.91 |