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Realty Income shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 7.7k 60.79
2025-06-30 $396k 6.9k 57.62

More positions owned by Sage Private Wealth Group

WisdomTree Us Qtly Div Grt (DGRW)
First Trust - American Industrial Renaissance Rba Indl Etf (AIRR)
Fundstrat Granny Shots Us Large Cap Fundstrat Granny (GRNY)
iShares Gold Trust Ishares New (IAU)
Imgp Dbi Managed Futures Strategy Imgp Db Imanaged (DBMF)
Spdr Gold Minishares Trust Of Beneficial Interest Spdr Gld Minis (GLDM)
First Trust Developed Markets Ex-us Alphadex Fund Dev Mrk Ex Us (FDT)
Vaneck Uranium And Nuclear Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Global X MLP & Energy Infrastructure Glb X Mlp Enrg I (MLPX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Morgan Stanley
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

View all funds holding Realty Income