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Realty Income shares owned by GW & Wade

Quarter-by-quarter ownership of Realty Income (O) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in Realty Income

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All positions including Realty Income held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 21k 57.40
2023-09-30 $894k 18k 49.96

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

Top funds holding Realty Income

BlackRock
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Dimensional Fund Advisors
Invesco
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Raymond James & Associates
Bank of New York Mellon
Wells Fargo & Company
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft
Daiwa Securities Group

View all funds holding Realty Income