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Realty Income shares owned by Convergence Financial

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

Historical chart of Convergence Financial investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 21k 60.79
2025-06-30 $1.2M 20k 57.61
2025-03-31 $1.1M 19k 58.01