Realty Income shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Realty Income (O) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Realty Income
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All positions including Realty Income held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 692 | 60.79 |
| 2025-06-30 | $40k | 692 | 57.61 |
| 2025-03-31 | $39k | 674 | 58.01 |
| 2024-12-31 | $28k | 524 | 53.41 |
| 2024-09-30 | $35k | 555 | 63.42 |
| 2024-03-31 | $30k | 555 | 54.10 |
| 2023-12-31 | $32k | 555 | 57.42 |
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