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Realty Income shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth Advisors investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.3M 67k 49.94

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Realty Income

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

View all funds holding Realty Income