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Realty Income shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $446k 7.0k 63.42
2024-06-30 $404k 7.7k 52.82
2024-03-31 $368k 6.8k 54.10
2023-12-31 $453k 7.9k 57.42

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth Advisors

Top funds holding Realty Income

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

View all funds holding Realty Income