Realty Income shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Realty Income
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Quarterly reported holdings in Realty Income by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $797k | 13k | 60.79 |
| 2025-06-30 | $775k | 14k | 57.61 |
| 2025-03-31 | $672k | 12k | 58.01 |
| 2024-12-31 | $619k | 12k | 53.41 |
| 2024-09-30 | $739k | 12k | 63.42 |
| 2024-06-30 | $616k | 12k | 52.82 |
| 2024-03-31 | $638k | 12k | 54.10 |
| 2023-12-31 | $677k | 12k | 57.42 |
| 2023-09-30 | $754k | 15k | 49.94 |
| 2023-06-30 | $888k | 15k | 59.79 |
| 2023-03-31 | $1.1M | 17k | 63.32 |
| 2022-12-31 | $1.0M | 16k | 63.43 |
| 2022-09-30 | $976k | 17k | 58.21 |
| 2022-06-30 | $1.0M | 15k | 68.27 |
| 2022-03-31 | $772k | 11k | 69.26 |
| 2021-12-31 | $795k | 11k | 71.57 |
| 2020-09-30 | $17k | 280 | 60.71 |
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