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Realty Income shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by SMART Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 19k 63.42
2024-06-30 $736k 14k 52.82
2024-03-31 $562k 10k 54.10

More positions owned by SMART Wealth

Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)
Tidal Tr Ii Nicholas Fixed (FIAX)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SMART Wealth

Top funds holding Realty Income

BlackRock
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Dimensional Fund Advisors
Invesco
Jpmorgan Chase & Co
Charles Schwab Investment Management
Northern Trust
Raymond James & Associates
Bank of New York Mellon
Wells Fargo & Company
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft
Daiwa Securities Group

View all funds holding Realty Income