Patriot Financial Group Insurance Agency, LLC
InsurancePosition in O — Realty Income Corp
CIK 1694883
Westborough, MA
Position in O
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$943,395
+$648,212 QoQ
Shares Held
15,420
+212.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in O Over Time
Shares Held
Position Value (USD)
All Filings in O
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $943,395 | 15,420 | Shares | Sole | 2026-04-22 | |
| 2023-06-30 | $295,183 | 4,937 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $307,038 | 4,849 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $337,828 | 5,326 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $309,158 | 5,312 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $394,952 | 5,786 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $405,612 | 5,853 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $479,080 | 6,692 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $133,287 | 2,055 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $128,808 | 1,930 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $118,109 | 1,860 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $113,646 | 1,828 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $32,076 | 528 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $31,415 | 528 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $26,326 | 528 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||