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Realty Income shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of Realty Income (O) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in Realty Income

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All positions including Realty Income held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $667k 12k 58.01
2024-12-31 $1.1M 21k 53.41
2022-12-31 $284k 4.5k 63.43

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Lincoln National Corporation (LNC)
Caterpillar (CAT)
Penumbra (PEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Motorola Solutions Com New (MSI)

View all positions for Oak Harbor Wealth Partners

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