O — REALTY INCOME CORP

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q2)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,938 -2,574 -34.3% 0.02% $300K $59.16
2025 Q2 REDUCED 7,512 -18,347 -71.0% 0.02% $433K $55.29
2024 Q2 ADDED 25,859 +3,233 +14.3% 0.03% $1.4M $47.95
2024 Q1 INITIATED 22,626 — — 0.03% $1.2M —
% of Fund (quarterly)    O price (monthly, adj. close)

Other funds also holding O

As of 2025 Q4 — 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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