Realty Income shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Realty Income
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Quarterly reported holdings in Realty Income by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.5M | 25k | 59.79 |
| 2023-03-31 | $1.6M | 25k | 63.32 |
| 2022-12-31 | $1.6M | 25k | 63.43 |
| 2022-09-30 | $1.5M | 26k | 58.22 |
| 2022-06-30 | $1.6M | 24k | 68.27 |
| 2022-03-31 | $1.6M | 24k | 69.31 |
| 2021-12-31 | $1.5M | 21k | 71.59 |
| 2021-09-30 | $1.4M | 22k | 64.86 |
| 2021-06-30 | $1.4M | 22k | 66.76 |
| 2021-03-31 | $1.4M | 22k | 63.48 |
| 2020-12-31 | $1.3M | 22k | 62.19 |
| 2020-09-30 | $1.3M | 22k | 60.76 |
| 2020-06-30 | $1.4M | 24k | 59.51 |
| 2020-03-31 | $35k | 699 | 50.07 |
| 2019-12-31 | $51k | 696 | 73.28 |
| 2019-09-30 | $48k | 629 | 76.31 |
| 2019-06-30 | $43k | 626 | 68.69 |
| 2019-03-31 | $46k | 623 | 73.84 |
| 2018-12-31 | $43k | 689 | 62.41 |
| 2018-09-30 | $37k | 642 | 57.63 |
| 2018-06-30 | $34k | 638 | 53.29 |
More positions owned by BerganKDV Wealth Management
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