MBM Wealth Consultants »

Realty Income shares owned by MBM Wealth Consultants

Quarter-by-quarter ownership of Realty Income (O) shares owned by MBM Wealth Consultants from 13F filings

Historical chart of MBM Wealth Consultants investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 6.9k 56.37
2025-09-30 $380k 6.3k 60.79
2025-06-30 $346k 6.0k 57.61

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Series Trust State Street Spd (SPYG)

View all positions for MBM Wealth Consultants

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