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
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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 |
|---|---|---|---|
| 2025-09-30 | $489k | 8.1k | 60.46 |
| 2025-03-31 | $469k | 8.1k | 58.01 |
| 2024-12-31 | $440k | 8.1k | 54.49 |
| 2024-09-30 | $386k | 6.1k | 63.42 |
| 2024-06-30 | $480k | 9.1k | 52.82 |
| 2024-03-31 | $278k | 5.1k | 54.10 |
More positions owned by Summit Financial Wealth Advisors
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