O REALTY INCOME CORP

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.

Peak position
4.22% (2023 Q4)
Avg. % of fund
3.76%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
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
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    O price (monthly, adj. close)
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