Realty Income shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Realty Income (O) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Realty Income
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Quarterly reported holdings in Realty Income by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $342k | 5.4k | 63.42 |
| 2024-06-30 | $258k | 4.9k | 52.82 |
| 2024-03-31 | $265k | 4.9k | 54.10 |
| 2023-12-31 | $281k | 4.9k | 57.42 |
| 2023-06-30 | $215k | 3.6k | 59.79 |
| 2023-03-31 | $228k | 3.6k | 63.32 |
| 2022-12-31 | $228k | 3.6k | 63.43 |
| 2022-09-30 | $224k | 3.6k | 62.22 |
| 2022-06-30 | $246k | 3.6k | 68.33 |
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