Realty Income shares owned by Prosperity Planning
Quarter-by-quarter ownership of Realty Income (O) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Realty Income
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Quarterly reported holdings in Realty Income by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 20k | 53.41 |
| 2024-09-30 | $1.3M | 20k | 63.42 |
| 2024-06-30 | $1.1M | 20k | 52.82 |
| 2024-03-31 | $880k | 16k | 54.10 |
| 2023-12-31 | $934k | 16k | 57.42 |
| 2023-09-30 | $799k | 16k | 49.94 |
| 2023-06-30 | $957k | 16k | 59.79 |
| 2023-03-31 | $760k | 12k | 63.32 |
| 2022-09-30 | $698k | 12k | 58.17 |
| 2022-06-30 | $819k | 8.0k | 102.39 |
| 2022-03-31 | $554k | 8.0k | 69.26 |
| 2021-12-31 | $573k | 8.0k | 71.63 |
| 2021-09-30 | $519k | 8.0k | 64.88 |
| 2021-06-30 | $445k | 6.7k | 66.77 |
| 2021-03-31 | $254k | 4.0k | 63.52 |
| 2020-12-31 | $249k | 4.0k | 62.27 |