Realty Income shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Realty Income (O) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Realty Income
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Quarterly reported holdings in Realty Income by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336k | 5.5k | 60.79 |
| 2025-06-30 | $305k | 5.3k | 57.61 |
| 2025-03-31 | $303k | 5.2k | 58.01 |
| 2024-12-31 | $278k | 5.2k | 53.41 |
| 2024-09-30 | $277k | 4.4k | 63.43 |
| 2024-06-30 | $238k | 4.5k | 52.82 |
| 2024-03-31 | $242k | 4.5k | 54.10 |
| 2023-12-31 | $250k | 4.3k | 57.42 |
| 2023-09-30 | $218k | 4.4k | 49.94 |
| 2023-06-30 | $259k | 4.3k | 59.79 |
| 2023-03-31 | $273k | 4.3k | 63.32 |
| 2022-12-31 | $276k | 4.4k | 63.44 |
| 2022-09-30 | $250k | 4.3k | 58.09 |
| 2022-06-30 | $298k | 4.4k | 68.27 |
| 2022-03-31 | $300k | 4.3k | 69.22 |
| 2021-12-31 | $316k | 4.4k | 71.64 |
| 2021-09-30 | $272k | 4.2k | 64.96 |
| 2021-06-30 | $265k | 4.2k | 63.47 |
| 2021-03-31 | $265k | 4.2k | 63.47 |
| 2020-12-31 | $259k | 4.2k | 62.10 |