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Realty Income shares owned by Invera Wealth Advisors

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

Historical chart of Invera Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Invera Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $439k 7.8k 56.37

More positions owned by Invera Wealth Advisors

Ishares Tr Ishs 5-10yr Invt (IGIB)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Esg Awre Usd Etf (SUSC)
Ishares Tr Esg Msci Usa Etf (USXF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Aware Msci (ESML)

View all positions for Invera Wealth Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Cohen & Steers Capital Management
Norges Bank Investment Management
APG Asset Management US
Invesco

View all funds holding Realty Income