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Realty Income shares owned by Fortis Group Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Fortis Group Advisors from 13F filings

Historical chart of Fortis Group Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $51k 950 54.10
2023-12-31 $109k 1.9k 57.42
2023-09-30 $47k 950 49.94
2020-09-30 $889k 15k 60.40

More positions owned by Fortis Group Advisors

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares 1-3yr MF Closed and MF Open (SHY)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWO)
Spdr Gold Common Stock (GLD)
Apple Common Stock (AAPL)
Vanguard World Mega Grwth Ind (MGK)
T Rowe Price Etf Cap Appreciation (TCAF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon Common Stock (AMZN)

View all positions for Fortis Group Advisors

Top funds holding Realty Income

Vanguard Group
Bank of America Corporation
Legal & General Group
Dimensional Fund Advisors
Daiwa Securities Group
Norges Bank Investment Management
APG Asset Management US
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company
Sumitomo Mitsui Trust Holdings
CalPERS
Northwood Liquid Management

View all funds holding Realty Income