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Realty Income shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 6.0k 60.79
2025-06-30 $346k 6.0k 57.61

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Morgan Stanley
Cohen & Steers Capital Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Raymond James Financial
Northern Trust
Charles Schwab Investment Management
Legal & General Group
APG Asset Management US
Invesco

View all funds holding Realty Income