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Realty Income shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of Realty Income (O) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 4.6k 60.78
2025-06-30 $284k 4.9k 57.99
2025-03-31 $544k 9.5k 57.44
2024-12-31 $254k 4.7k 53.48
2024-03-31 $249k 4.6k 54.11
2023-12-31 $274k 4.8k 57.38

More positions owned by OneAscent Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Large (OALC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Unified Ser Tr Oneascent Intl (OAIM)
Spdr Series Trust Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Small (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Large (OALC)

View all positions for OneAscent Financial Services

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
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
Goldman Sachs Group

View all funds holding Realty Income