Berger Financial Group, Inc

Position in O — Realty Income Corp

CIK 1826136 Plymouth, MN

Position in O

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$326,529

+$6,619 QoQ

Shares Held

5,270

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#972

of 1,449 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Berger Financial Group, Inc holds $326,529 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp This page	5,270	$326,529

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$326,529	5,270	+0.8%	Shares	Sole	2026-08-04
2026-03-31	$319,910	5,229	-3.5%	Shares	Sole	2026-04-28
2025-12-31	$305,581	5,421	+0.4%	Shares	Sole	2026-01-27
2025-09-30	$328,387	5,402	+2.9%	Shares	Sole	2025-10-14
2025-06-30	$302,510	5,251	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$306,002	5,275	+18.8%	Shares	Sole	2025-05-12
2024-12-31	$237,140	4,440	-0.0%	Shares	Sole	2025-02-14
2024-09-30	$281,648	4,441	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$224,590	4,252	+2.0%	Shares	Sole	2024-08-14
2024-03-31	$225,597	4,170	+10.2%	Shares	Sole	2024-04-16
2023-12-31	$217,334	3,785	-6.4%	Shares	Sole	2024-02-07
2023-06-30	$241,790	4,044	0.0%	Shares	Sole	2023-08-10
2023-03-31	$256,066	4,044	+0.9%	Shares	Sole	2023-04-24
2022-12-31	$254,100	4,006	+1.8%	Shares	Sole	2023-01-30
2022-09-30	$229,133	3,937	+1.4%	Shares	Sole	2022-10-27
2022-06-30	$264,985	3,882	+1.7%	Shares	Sole	2022-08-08
2022-03-31	$264,587	3,818	-32.4%	Shares	Sole	2022-05-10
2021-12-31	$404,483	5,650	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.