Realty Income shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Realty Income
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Quarterly reported holdings in Realty Income by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 5.2k | 60.79 |
| 2025-06-30 | $301k | 5.2k | 57.57 |
| 2025-03-31 | $366k | 6.3k | 57.98 |
| 2024-12-31 | $275k | 5.2k | 53.41 |
| 2024-09-30 | $346k | 5.5k | 63.42 |
| 2024-06-30 | $288k | 5.5k | 52.82 |
| 2024-03-31 | $295k | 5.5k | 54.10 |