Realty Income shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Realty Income
Tip: Access up to 7 years of quarterly data
All positions including Realty Income held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 218k | 60.79 |
| 2025-06-30 | $3.7M | 65k | 57.61 |
| 2025-03-31 | $6.4M | 111k | 58.01 |
| 2024-12-31 | $7.9M | 149k | 52.60 |
| 2024-09-30 | $4.1M | 65k | 63.42 |
| 2024-06-30 | $4.8M | 92k | 52.82 |
| 2023-03-31 | $2.4M | 39k | 63.32 |
| 2022-12-31 | $2.4M | 38k | 63.43 |
| 2022-09-30 | $2.1M | 37k | 58.21 |
| 2022-06-30 | $3.0M | 44k | 68.25 |
| 2022-03-31 | $3.5M | 50k | 69.31 |
| 2021-12-31 | $2.8M | 40k | 71.59 |
| 2021-09-30 | $1.9M | 29k | 64.84 |
More positions owned by Synergy Financial Management
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