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Realty Income shares owned by Petix & Botte

Quarter-by-quarter ownership of Realty Income (O) shares owned by Petix & Botte from 13F filings

Historical chart of Petix & Botte investment in Realty Income

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All positions including Realty Income held by Petix & Botte consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Petix & Botte

Quarter filed Position value Share count Share price at filing
2023-12-31 $348k 6.1k 57.42
2023-09-30 $300k 6.0k 49.94
2023-06-30 $299k 5.0k 59.79
2022-03-31 $305k 4.4k 69.32
2021-09-30 $286k 4.4k 65.00

More positions owned by Petix & Botte

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Us Treas Bd Etf (GOVT)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Petix & Botte

Top funds holding Realty Income

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Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company
Sumitomo Mitsui Trust Holdings
CalPERS
Northwood Liquid Management

View all funds holding Realty Income