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Realty Income shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 3.8k 63.42

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

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