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Realty Income shares owned by LRI Investments

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

Historical chart of LRI Investments investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $984k 18k 56.07
2024-06-30 $932k 18k 52.82
2024-03-31 $955k 18k 54.10

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

Top funds holding Realty Income

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Invesco
Charles Schwab Investment Management
Jpmorgan Chase & Co
Northern Trust
APG Asset Management US

View all funds holding Realty Income