Realty Income shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Realty Income (O) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Realty Income
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Quarterly reported holdings in Realty Income by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 26k | 49.94 |
| 2023-06-30 | $2.5M | 41k | 59.79 |
| 2023-03-31 | $3.3M | 52k | 63.32 |
| 2022-06-30 | $4.1M | 60k | 68.26 |
| 2021-12-31 | $3.0M | 42k | 71.59 |
| 2021-09-30 | $2.4M | 36k | 64.87 |
| 2021-06-30 | $2.4M | 36k | 66.73 |
| 2021-03-31 | $1.6M | 25k | 63.50 |
| 2020-12-31 | $1.0M | 16k | 62.16 |
| 2020-09-30 | $894k | 15k | 60.78 |
| 2019-03-31 | $37k | 497 | 74.45 |
| 2018-06-30 | $30k | 559 | 53.67 |
| 2017-12-31 | $32k | 559 | 57.25 |