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Realty Income shares owned by PFW Advisors

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

Historical chart of PFW Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by PFW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $726k 13k 54.10
2023-12-31 $773k 14k 57.42
2023-09-30 $739k 15k 49.94
2023-06-30 $724k 12k 58.62

More positions owned by PFW Advisors

Vulcan Materials Company (VMC)
Coca-Cola Company (KO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)

View all positions for PFW Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
Bank of America Corporation
Jpmorgan Chase & Co
Dimensional Fund Advisors
Legal & General Group
Daiwa Securities Group
Charles Schwab Investment Management
Norges Bank Investment Management
APG Asset Management US
Centersquare Investment Management
Parnassus Investments
Bank of New York Mellon
Ing Clarion Real Estate Securities
Ubs Global Asset Management Americas

View all funds holding Realty Income