Ownership history in HoyleCohen, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q1 | ADDED | 4,156 | +470 | +12.8% | 0.02% | $225K | $48.63 |
| 2023 Q4 | ADDED | 3,686 | +65 | +1.8% | 0.02% | $212K | $50.88 |
| 2023 Q2 | UNCHANGED | 3,621 | — | 0% | 0.02% | $216K | $51.49 |
| 2023 Q1 | UNCHANGED | 3,621 | — | 0% | 0.02% | $229K | $53.84 |
| 2022 Q4 | REDUCED | 3,621 | -140 | -3.7% | 0.02% | $230K | $53.30 |
| 2022 Q3 | REDUCED | 3,761 | -25 | -0.7% | 0.02% | $219K | $48.33 |
| 2022 Q2 | UNCHANGED | 3,786 | — | 0% | 0.03% | $258K | $56.05 |
| 2022 Q1 | UNCHANGED | 3,786 | — | 0% | 0.02% | $262K | $56.31 |
| 2021 Q4 | REDUCED | 3,786 | -283 | -7.0% | 0.02% | $271K | $57.54 |
| 2021 Q3 | ADDED | 4,069 | +938 | +30.0% | 0.03% | $264K | $50.00 |
As of 2025 Q4 — sorted by position size