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Realty Income shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 54k 63.42
2024-06-30 $2.9M 55k 52.82
2024-03-31 $2.8M 52k 54.10
2023-12-31 $3.0M 52k 57.42
2023-09-30 $1.6M 32k 49.94
2023-06-30 $2.3M 39k 59.79
2023-03-31 $2.5M 40k 63.32
2022-12-31 $2.5M 40k 63.43
2022-09-30 $2.2M 38k 58.17
2022-06-30 $2.9M 43k 68.24
2022-03-31 $3.0M 44k 69.29
2021-12-31 $3.1M 43k 71.58
2021-09-30 $2.7M 41k 64.86
2021-06-30 $2.8M 42k 66.72
2021-03-31 $1.4M 23k 63.44
2020-12-31 $1.4M 23k 62.27
2020-09-30 $1.2M 19k 60.73
2020-06-30 $866k 15k 59.50
2020-03-31 $824k 17k 49.77
2019-12-31 $1.3M 17k 73.61
2019-09-30 $2.0M 26k 76.67
2019-06-30 $1.7M 24k 68.94
2019-03-31 $1.8M 24k 73.65
2018-12-31 $1.7M 26k 63.11
2018-09-30 $1.5M 27k 56.87
2018-06-30 $1.4M 27k 53.79
2018-03-31 $1.4M 27k 51.66
2017-12-31 $1.2M 21k 56.95
2017-09-30 $1.0M 18k 57.43
2017-06-30 $926k 17k 55.17
2017-03-31 $999k 17k 59.53
2016-12-31 $734k 13k 57.43
2016-09-30 $856k 13k 66.98
2016-06-30 $353k 5.1k 69.31
2016-03-31 $293k 4.7k 62.59
2015-12-31 $242k 4.7k 51.70
2015-03-31 $1.7M 34k 51.61
2014-12-31 $1.6M 33k 47.71
2014-09-30 $1.3M 33k 40.79
2014-06-30 $1.5M 33k 44.42
2014-03-31 $1.4M 34k 40.85
2013-12-31 $1.2M 33k 37.33
2013-09-30 $1.2M 31k 39.75