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Realty Income shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 5.1k 60.79
2025-06-30 $286k 5.0k 57.61
2025-03-31 $233k 4.0k 58.01
2024-09-30 $218k 3.4k 63.42

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams Wealth Advisors

Top funds holding Realty Income

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

View all funds holding Realty Income