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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 555 63.42
2024-03-31 $30k 555 54.10
2023-12-31 $32k 555 57.42

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
APG Asset Management US
Raymond James & Associates
Ing Clarion Real Estate Securities

View all funds holding Realty Income