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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

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

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Quarterly 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