O β€” REALTY INCOME CORP

Ownership history in GENESIS PRIVATE WEALTH, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which GENESIS PRIVATE WEALTH, LLC reported a position in REALTY INCOME CORP (O). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.09% (2025 Q2)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    O price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,443 -46 -1.3% 0.09% $209K $59.16
2025 Q2 INITIATED 3,489 β€” β€” 0.09% $201K $55.29

🏒 Other funds also holding O

As of 2025 Q4 β€” sorted by position size

AEW CAPITAL MANAGEMENT L P 3Y 7Y 7.63% RUSH ISLAND MANAGEMENT, LP 3Y 7Y 7.06% Adelante Capital Management LLC 3Y 7Y 4.6% APG Asset Management US Inc. 3Y 7Y 3.91% Windle Wealth, LLC 3Y 3.24% GSI Capital Advisors LLC 3Y 7Y 2.89% Dupree Financial Group, LLC 2.57% Callodine Capital Management, LP 3Y 7Y 2.54% Wealth Analytics Partners, LLC 2.48% Loudon Investment Management, LLC 3Y 7Y 2.45%
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