Realty Income shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Realty Income (O) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Realty Income
Tip: Access up to 7 years of quarterly data
All positions including Realty Income held by Sterling Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $778k | 13k | 60.79 |
| 2025-06-30 | $736k | 13k | 57.61 |
| 2025-03-31 | $740k | 13k | 58.01 |
| 2024-12-31 | $506k | 9.5k | 53.41 |
| 2024-09-30 | $601k | 9.5k | 63.42 |
| 2024-06-30 | $501k | 9.5k | 52.82 |
| 2024-03-31 | $513k | 9.5k | 54.10 |
| 2023-12-31 | $453k | 7.9k | 57.42 |
| 2023-09-30 | $393k | 7.9k | 49.94 |
| 2023-06-30 | $485k | 8.1k | 59.79 |
| 2023-03-31 | $513k | 8.1k | 63.32 |
| 2022-12-31 | $566k | 8.9k | 63.43 |
| 2022-09-30 | $519k | 8.9k | 58.15 |
| 2022-06-30 | $640k | 9.4k | 68.27 |
| 2022-03-31 | $660k | 9.5k | 69.28 |
| 2021-12-31 | $682k | 9.5k | 71.61 |
| 2021-09-30 | $559k | 8.6k | 64.80 |
| 2021-06-30 | $616k | 9.2k | 66.71 |
| 2021-03-31 | $591k | 9.3k | 63.54 |
| 2020-12-31 | $578k | 9.3k | 62.16 |
More positions owned by Sterling Financial Planning
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