Realty Income shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Realty Income (O) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Realty Income
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Quarterly reported holdings in Realty Income by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $730k | 13k | 56.37 |
| 2025-09-30 | $732k | 12k | 60.79 |
| 2025-06-30 | $662k | 12k | 57.61 |
| 2025-03-31 | $662k | 12k | 57.60 |
| 2024-12-31 | $1.3M | 24k | 53.41 |
| 2024-09-30 | $1.2M | 18k | 63.22 |
| 2024-06-30 | $862k | 16k | 52.82 |
| 2024-03-31 | $1.2M | 23k | 54.10 |
| 2023-12-31 | $1.4M | 24k | 57.42 |
| 2023-09-30 | $395k | 7.9k | 49.94 |
| 2023-06-30 | $297k | 5.0k | 59.80 |