Lynch Investment Planning »

Realty Income shares owned by Lynch Investment Planning

Quarter-by-quarter ownership of Realty Income (O) shares owned by Lynch Investment Planning from 13F filings

Historical chart of Lynch Investment Planning investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Lynch Investment Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Realty Income by Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 4.0k 56.64

More positions owned by Lynch Investment Planning

Pimco Etf Tr Active Bd Etf (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lynch Investment Planning

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Cohen & Steers Capital Management
Norges Bank Investment Management
APG Asset Management US
Invesco

View all funds holding Realty Income