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Realty Income shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Realty Income (O) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $295k 5.2k 56.38

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Cohen & Steers Capital Management
Norges Bank Investment Management
APG Asset Management US
Invesco

View all funds holding Realty Income