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Realty Income shares owned by Peterson Wealth Management

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

Historical chart of Peterson Wealth Management investment in Realty Income

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All positions including Realty Income held by Peterson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $134k 2.2k 61.18
2020-03-31 $303k 6.1k 49.85
2019-12-31 $489k 6.5k 74.93

More positions owned by Peterson Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Select Sector Spdr Tr State Street Uti (XLU)
Vanguard Specialized Funds Div App Etf (VIG)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Select Sector Spdr Tr State Street Hea (XLV)
Wal-Mart Stores (WMT)
Crowdstrike Hldgs Cl A (CRWD)
Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Select Sector Spdr Tr State Street Con (XLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Peterson Wealth Management

Top funds holding Realty Income

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Parnassus Investments
Dimensional Fund Advisors
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Cohen & Steers Capital Management

View all funds holding Realty Income