Realty Income shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Realty Income (O) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Realty Income
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Quarterly reported holdings in Realty Income by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $335k | 5.4k | 61.79 |
| 2025-09-30 | $318k | 5.3k | 59.90 |
| 2025-06-30 | $319k | 5.5k | 57.49 |
| 2025-03-31 | $306k | 5.5k | 55.22 |
| 2024-12-31 | $259k | 5.0k | 51.67 |
| 2024-09-30 | $352k | 5.5k | 64.23 |
| 2024-06-30 | $285k | 5.3k | 53.58 |
| 2024-03-31 | $217k | 4.3k | 50.80 |
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