Realty Income shares owned by Berger Financial Group
Quarter-by-quarter ownership of Realty Income (O) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Realty Income
Tip: Access up to 7 years of quarterly data
All positions including Realty Income held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 5.4k | 60.79 |
| 2025-06-30 | $303k | 5.3k | 57.61 |
| 2025-03-31 | $306k | 5.3k | 58.01 |
| 2024-12-31 | $237k | 4.4k | 53.41 |
| 2024-09-30 | $282k | 4.4k | 63.42 |
| 2024-03-31 | $226k | 4.2k | 54.10 |
| 2023-12-31 | $217k | 3.8k | 57.42 |
| 2023-06-30 | $242k | 4.0k | 59.79 |
| 2023-03-31 | $256k | 4.0k | 63.31 |
| 2022-12-31 | $254k | 4.0k | 63.43 |
| 2022-09-30 | $229k | 3.9k | 58.17 |
| 2022-06-30 | $265k | 3.9k | 68.26 |
| 2022-03-31 | $265k | 3.8k | 69.41 |
| 2021-12-31 | $404k | 5.7k | 71.50 |