Dynamic Wealth Strategies »

Realty Income shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 411 53.53

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Invesco
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
APG Asset Management US

View all funds holding Realty Income