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Realty Income shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Realty Income (O) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.9k 67 57.61
2025-03-31 $3.2k 60 53.98
2024-12-31 $1.2k 23 53.39

More positions owned by Principia Wealth Advisory

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Cohen & Steers Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Northern Trust
Charles Schwab Investment Management
Legal & General Group
APG Asset Management US
Invesco
Goldman Sachs Group

View all funds holding Realty Income