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Realty Income shares owned by Private Wealth Asset Management

Quarter-by-quarter ownership of Realty Income (O) shares owned by Private Wealth Asset Management from 13F filings

Historical chart of Private Wealth Asset Management investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Private Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $282k 4.5k 61.96
2026-03-31 $23k 380 61.18
2025-12-31 $29k 508 56.37
2025-09-30 $32k 519 60.79
2025-06-30 $45k 784 57.57

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Ssga Active Trust State Street Multi-asset Real Return Etf St Str Real Etf (RLY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Caterpillar (CAT)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Eli Lilly & Co. (LLY)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding Realty Income

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
Raymond James Financial
Goldman Sachs Group
Parnassus Investments
Northern Trust

View all funds holding Realty Income