Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 128,272 | +2,096 | +1.7% | 3.24% | $7.2M | $55.89 |
| 2025 Q3 | REDUCED | 126,176 | -1,792 | -1.4% | 3.43% | $7.7M | $59.16 |
| 2025 Q2 | REDUCED | 127,968 | -2,501 | -1.9% | 3.60% | $7.4M | $55.29 |
| 2025 Q1 | ADDED | 130,469 | +6,812 | +5.5% | 3.90% | $7.6M | $54.89 |
| 2024 Q4 | ADDED | 123,657 | +7,191 | +6.2% | 3.65% | $6.6M | $49.81 |
| 2024 Q3 | ADDED | 116,466 | +1,326 | +1.2% | 4.01% | $7.4M | $58.37 |
| 2024 Q2 | ADDED | 115,140 | +6,057 | +5.6% | 3.71% | $6.1M | $47.95 |
| 2024 Q1 | ADDED | 109,083 | +4,241 | +4.0% | 3.76% | $5.9M | $48.63 |
| 2023 Q4 | ADDED | 104,842 | +6,909 | +7.1% | 4.22% | $6.0M | $50.88 |
| 2023 Q3 | ADDED | 97,933 | +11,683 | +13.5% | 3.65% | $4.9M | $43.60 |
As of 2025 Q4 — sorted by position size