CrossGen Wealth »

Realty Income shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Realty Income by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $840k 15k 56.37

More positions owned by CrossGen Wealth

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Goldman Sachs (GS)
Valero Energy Corporation (VLO)
Eaton Corporation SHS (ETN)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Marathon Petroleum Corp (MPC)
Chubb (CB)
Cisco Systems (CSCO)

View all positions for CrossGen Wealth

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Cohen & Steers Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
APG Asset Management US
Invesco
UBS Group

View all funds holding Realty Income