Realty Income shares owned by Kozak & Associates
Quarter-by-quarter ownership of Realty Income (O) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Realty Income
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Quarterly reported holdings in Realty Income by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9k | 52 | 56.69 |
| 2025-06-30 | $13k | 231 | 56.86 |
| 2025-03-31 | $13k | 228 | 56.32 |
| 2024-12-31 | $12k | 226 | 53.19 |
| 2024-09-30 | $3.3k | 52 | 63.77 |
| 2024-06-30 | $2.7k | 52 | 52.04 |
| 2024-03-31 | $2.8k | 52 | 54.75 |
| 2023-12-31 | $91 | 2 | 45.50 |
| 2023-09-30 | $12k | 245 | 50.11 |
| 2023-06-30 | $15k | 242 | 60.14 |
| 2023-03-31 | $15k | 239 | 63.26 |
| 2022-12-31 | $15k | 236 | 63.56 |
| 2022-09-30 | $14k | 233 | 60.09 |
| 2022-06-30 | $16k | 231 | 69.26 |
| 2022-03-31 | $15k | 227 | 66.08 |
| 2021-12-31 | $15k | 227 | 66.08 |
| 2021-09-30 | $16k | 224 | 71.43 |