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Realty Income shares owned by Werba Rubin Papier Wealth Management

Quarter-by-quarter ownership of Realty Income (O) shares owned by Werba Rubin Papier Wealth Management from 13F filings

Historical chart of Werba Rubin Papier Wealth Management investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Werba Rubin Papier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 5.5k 56.37
2025-09-30 $278k 4.6k 60.79
2024-12-31 $206k 3.9k 53.41
2024-09-30 $247k 3.9k 63.42

More positions owned by Werba Rubin Papier Wealth Management

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Procept Biorobotics Corp (PRCT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Werba Rubin Papier Wealth Management

Top funds holding Realty Income

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

View all funds holding Realty Income