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Realty Income shares owned by Beacon Financial

Quarter-by-quarter ownership of Realty Income (O) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial investment in Realty Income

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All positions including Realty Income held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Beacon Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $4.1M 70k 58.01
2024-12-31 $4.0M 75k 53.41
2024-09-30 $4.8M 75k 63.42
2024-06-30 $4.1M 77k 52.82
2024-03-31 $4.3M 79k 54.10
2022-12-31 $256k 12k 21.58
2022-06-30 $5.4M 79k 68.15
2022-03-31 $5.6M 80k 70.32
2021-12-31 $5.6M 79k 71.20
2021-09-30 $8.2M 94k 87.02
2021-06-30 $7.9M 94k 84.84
2021-03-31 $6.8M 94k 71.91
2020-12-31 $5.0M 86k 57.96
2020-09-30 $5.2M 86k 60.75
2020-06-30 $5.3M 88k 59.78
2020-03-31 $4.7M 88k 53.13
2018-12-31 $4.0M 63k 63.36
2018-09-30 $6.0M 106k 56.89
2018-06-30 $5.8M 109k 53.79
2018-03-31 $5.4M 104k 51.73
2017-12-31 $5.9M 103k 57.02
2017-09-30 $6.1M 107k 57.19
2014-09-30 $282k 6.9k 41.05
2014-06-30 $292k 6.6k 44.29
2014-03-31 $630k 16k 40.73
2013-12-31 $6.0M 161k 37.50
2013-09-30 $3.8M 95k 40.26