Realty Income shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Realty Income
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All positions including Realty Income held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $965k | 17k | 57.61 |
| 2025-03-31 | $899k | 16k | 58.01 |
| 2024-12-31 | $752k | 14k | 53.41 |
| 2024-09-30 | $758k | 12k | 63.42 |
| 2024-06-30 | $609k | 12k | 52.82 |
| 2024-03-31 | $460k | 8.5k | 54.10 |
| 2023-12-31 | $274k | 4.8k | 57.42 |
| 2019-12-31 | $213k | 2.9k | 73.50 |
| 2019-09-30 | $223k | 2.9k | 76.66 |
| 2019-06-30 | $207k | 2.9k | 71.18 |
| 2019-03-31 | $221k | 3.0k | 73.50 |
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