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Realty Income shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $480k 9.1k 52.82
2024-03-31 $278k 5.1k 54.10