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Realty Income shares owned by Financial Alternatives

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

Historical chart of Financial Alternatives investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Financial Alternatives

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 3.2k 63.43
2024-03-31 $425k 7.9k 54.10
2023-09-30 $460k 9.2k 49.94
2023-06-30 $571k 9.6k 59.79
2023-03-31 $653k 10k 63.32
2022-12-31 $720k 11k 63.43

More positions owned by Financial Alternatives

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Home Depot (HD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Financial Alternatives

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Parnassus Investments
Geode Capital Management
Cohen & Steers Capital Management
Bank of America Corporation
Dimensional Fund Advisors
Invesco
Legal & General Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
APG Asset Management US
Ubs Global Asset Management Americas

View all funds holding Realty Income