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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

O holding history

Realty Income Corp in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2022
Holdings of O by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−228−100.0%Sold outHolders
Q1 2024228$12.3K<0.1%00.0%UnchangedHolders
Q4 2023228$13.1K<0.1%+49+27.4%AddedHolders
Q3 2023179$8.94K<0.1%00.0%UnchangedHolders
Q2 2023179$10.7K<0.1%+33+22.6%AddedHolders
Q1 2023146$9.24K<0.1%−140−49.0%ReducedHolders
Q4 2022286$18.1K<0.1%+37+14.9%AddedHolders
Q3 2022249$14.0K<0.1%+249NewHolders