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Realty Income shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 200 56.37
2025-09-30 $12k 200 60.79
2025-06-30 $12k 200 57.61
2025-03-31 $62k 1.1k 57.01
2024-12-31 $63k 1.1k 57.93