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Realty Income shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Realty Income by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $92k 1.6k 56.37

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Dimensional Fund Advisors
Raymond James Financial
Charles Schwab Investment Management
Northern Trust
Legal & General Group
Cohen & Steers Capital Management
Norges Bank Investment Management
APG Asset Management US
FMR
Invesco

View all funds holding Realty Income