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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Realty Income

Vanguard Group
Bank of America Corporation
Legal & General Group
Dimensional Fund Advisors
Daiwa Securities Group
Norges Bank Investment Management
APG Asset Management US
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company
Sumitomo Mitsui Trust Holdings
CalPERS
Northwood Liquid Management

View all funds holding Realty Income