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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
2024-03-31 $278k 5.1k 54.10

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Valero Energy Corporation (VLO)
Alps Etf Tr Alerian Mlp (AMLP)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Genuine Parts Company (GPC)
Cummins (CMI)
Merck & Co (MRK)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Legal & General Group
Jpmorgan Chase & Co
Dimensional Fund Advisors
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
APG Asset Management US
Centersquare Investment Management
FMR

View all funds holding Realty Income