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Realty Income shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $83k 1.4k 57.42

More positions owned by Turtle Creek Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Blue Owl Capital Com Cl A (OWL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
Ishares Tr Rus 1000 Etf (IWB)
Caterpillar (CAT)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)

View all positions for Turtle Creek Wealth Advisors

Top funds holding Realty Income

Vanguard Group
Bank of America Corporation
Legal & General Group
Dimensional Fund Advisors
Daiwa Securities Group
Charles Schwab Investment Management
Norges Bank Investment Management
APG Asset Management US
Jpmorgan Chase & Co
Parnassus Investments
Bank of New York Mellon
Ubs Global Asset Management Americas
Wells Fargo & Company
Sumitomo Mitsui Trust Holdings
CalPERS

View all funds holding Realty Income