BFG
O icon

Berger Financial Group’s Realty Income O Stock Holding History

Berger Financial Group’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Buy
5,270
+41
+0.8% +$2.56K 0.02% 367
2026
Q1 		$320K Sell
5,229
-192
-4% -$12K 0.02% 362
2025
Q4 		$306K Buy
5,421
+19
+0.4% +$1.1K 0.02% 370
2025
Q3 		$328K Buy
5,402
+151
+3% +$8.8K 0.02% 337
2025
Q2 		$303K Sell
5,251
-24
-0.5% -$1.36K 0.02% 334
2025
Q1 		$306K Buy
5,275
+835
+19% +$46.2K 0.02% 331
2024
Q4 		$237K Sell
4,440
-1
-0% -$58 0.02% 367
2024
Q3 		$282K Buy
4,441
+189
+4% +$11.2K 0.02% 319
2024
Q2 		$225K Buy
4,252
+82
+2% +$4.38K 0.02% 339
2024
Q1 		$226K Buy
4,170
+385
+10% +$20.8K 0.02% 334
2023
Q4 		$217K Buy
+3,785
New +$199K 0.02% 286
2023
Q3 		– Sell
-4,044
Closed -$242K – 291
2023
Q2 		$242K Hold
4,044
– – 0.03% 251
2023
Q1 		$256K Buy
4,044
+38
+0.9% +$2.46K 0.03% 231
2022
Q4 		$254K Buy
4,006
+69
+2% +$4.29K 0.03% 221
2022
Q3 		$229K Buy
3,937
+55
+1% +$3.79K 0.03% 217
2022
Q2 		$265K Buy
3,882
+64
+2% +$4.4K 0.04% 198
2022
Q1 		$265K Sell
3,818
-1,832
-32% -$125K 0.03% 227
2021
Q4 		$404K Buy
+5,650
New +$389K 0.05% 175

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Berger Financial Group's O Position: Q2 2026 in Review

Berger Financial Group increased its Realty Income (O) stake by 0.78% in Q2 2026, buying an estimated $2.56K and bringing the position to 5,270 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #367.

Berger Financial Group first reported a position in O in Q4 2021 and has held it in 18 quarters since. The position peaked at $404K in Q4 2021. 936 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Berger Financial Group held 5,270 shares of Realty Income worth $327K as of Q2 2026.
  • Berger Financial Group bought 41 Realty Income shares in Q2 2026, an estimated $2.56K.
  • Realty Income made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #367 holding.
  • Berger Financial Group first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
  • Berger Financial Group's Realty Income position peaked at $404K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.