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Realty Income shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $373k 6.0k 61.96

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Dell Technologies CL C (DELL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Mbs Etf (MBB)
Ishares Gold Tr Ishares New (IAU)
Corning Incorporated (GLW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Hewlett Packard Enterprise (HPE)
Jabil Circuit (JBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Lifeworks Advisors

Top funds holding Realty Income

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Bank of America Corporation
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
Raymond James Financial
Goldman Sachs Group
Northern Trust
Legal & General Group
Ubs Global Asset Management Americas

View all funds holding Realty Income