Summit Investment Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Realty Income by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
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