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Realty Income shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Realty Income (O) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Realty Income

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All positions including Realty Income held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $624k 9.8k 63.42
2024-06-30 $497k 9.4k 52.82
2022-06-30 $1.1M 16k 68.24
2022-03-31 $1.6M 23k 69.30

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Mount Lucas Etf (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
AFLAC Incorporated (AFL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Timothy Plan Hig Dv Stk Etf (TPHD)
C H Robinson Worldwide Com New (CHRW)

View all positions for Sound Financial Strategies Group

Top funds holding Realty Income

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Invesco
Charles Schwab Investment Management
Jpmorgan Chase & Co
Northern Trust
APG Asset Management US

View all funds holding Realty Income