Realty Income shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Realty Income
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Quarterly reported holdings in Realty Income by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 147k | 60.79 |
| 2025-06-30 | $8.6M | 149k | 57.61 |
| 2025-03-31 | $8.1M | 139k | 58.01 |
| 2024-12-31 | $6.9M | 130k | 53.41 |
| 2024-09-30 | $8.2M | 130k | 63.42 |
| 2024-06-30 | $6.7M | 126k | 52.82 |
| 2024-03-31 | $7.0M | 129k | 54.10 |
| 2023-12-31 | $6.4M | 111k | 57.42 |
| 2023-09-30 | $8.8M | 176k | 49.94 |
| 2023-06-30 | $5.5M | 92k | 59.79 |
| 2023-03-31 | $11M | 174k | 63.32 |
| 2022-12-31 | $21M | 309k | 67.15 |
| 2022-09-30 | $20M | 308k | 65.00 |
| 2022-03-31 | $19M | 276k | 70.00 |
More positions owned by WealthPlan Investment Management
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