Realty Income shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Realty Income (O) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Realty Income
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Quarterly reported holdings in Realty Income by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $246k | 4.0k | 60.79 |
| 2025-06-30 | $237k | 4.1k | 57.61 |
| 2025-03-31 | $237k | 4.1k | 58.01 |
| 2014-12-31 | $1.1M | 23k | 47.69 |
| 2013-03-31 | $33k | 725 | 45.52 |
| 2012-12-31 | $29k | 725 | 40.00 |
| 2012-09-30 | $30k | 725 | 41.38 |
| 2012-06-30 | $25k | 600 | 41.67 |
| 2011-12-31 | $21k | 600 | 35.00 |
| 2011-09-30 | $39k | 1.2k | 32.50 |
| 2011-03-31 | $42k | 1.2k | 35.00 |
| 2010-12-31 | $45k | 1.3k | 34.48 |