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Realty Income shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 131k 60.79
2025-06-30 $7.5M 131k 57.61
2025-03-31 $7.5M 130k 58.01
2024-12-31 $6.0M 113k 53.42
2024-09-30 $1.4M 22k 63.42