O REALTY INCOME CORP

Ownership history in Petix & Botte Co  ·  11 quarters on record

AI Ownership Summary

Petix & Botte Co reported REALTY INCOME CORP (O) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows O at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this O ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Petix & Botte Co's position in REALTY INCOME CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

O was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Petix & Botte Co held O — position size vs. price
% of Fund (quarterly)    O price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4,426 0% 0.06% $269K 2025-11-21 $55.66
2025 Q2 UNCHANGED 4,426 0% 0.06% $255K 2025-08-08 $55.65
2025 Q1 UNCHANGED 4,426 0% 0.07% $257K 2025-05-13 $52.59
2024 Q4 REDUCED 4,426 -1,602 -26.6% 0.06% $236K 2025-01-21 $51.79
2024 Q3 UNCHANGED 6,028 0% 0.10% $382K 2024-10-18 $59.81
2024 Q2 REDUCED 6,028 -28 -0.5% 0.09% $318K 2024-08-13 $55.27
2023 Q4 ADDED 6,056 +54 +0.9% 0.10% $348K 2024-02-06 $47.85
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Petix & Botte Co and O

These are the practical questions this page is built to answer before you even open the full history table.

How long has Petix & Botte Co reported owning O?

Petix & Botte Co reported O across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported O position in Petix & Botte Co's portfolio?

The largest reported portfolio weight for O was 0.10% in 2023 Q4.

What is the latest reported O position on this page?

The most recent filing on this page is 2025 Q3, when Petix & Botte Co reported 4,426 shares, equal to 0.06% of portfolio, with an estimated market value of $269K.

What does the chart on this O ownership page compare?

The chart compares Petix & Botte Co's quarterly O portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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