Realty Income shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Realty Income
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Quarterly reported holdings in Realty Income by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.0M | 20k | 52.82 |
| 2024-03-31 | $1.3M | 24k | 54.10 |
| 2023-12-31 | $1.4M | 25k | 57.42 |
| 2023-09-30 | $1.2M | 25k | 49.94 |
| 2023-06-30 | $1.5M | 25k | 59.79 |
| 2023-03-31 | $1.6M | 26k | 63.32 |
| 2022-12-31 | $1.7M | 26k | 63.43 |
| 2021-12-31 | $376k | 5.5k | 68.35 |
More positions owned by Heirloom Wealth Management
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