Jeppson Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Realty Income by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
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