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Realty Income shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 40k 58.20

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Realty Income

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

View all funds holding Realty Income