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Realty Income shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 18k 60.79
2025-06-30 $801k 14k 57.68
2025-03-31 $217k 3.7k 58.01

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Spdr Series Trust Portfolio Ln Cor (SPLB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Goldstone Financial Group

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