Realty Income shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Realty Income (O) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Realty Income
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All positions including Realty Income held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 5.1k | 60.79 |
| 2025-06-30 | $228k | 4.0k | 57.61 |
| 2025-03-31 | $215k | 3.7k | 58.01 |
| 2022-09-30 | $238k | 4.1k | 58.46 |
| 2022-06-30 | $279k | 4.1k | 68.28 |
| 2022-03-31 | $253k | 3.6k | 69.43 |
| 2020-12-31 | $40k | 643 | 62.21 |
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