Summit Financial Wealth Advisors’s Realty Income O Stock Holding History

Summit Financial Wealth Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Hold	5,080	–	–	0.04%	172
2026 Q1	$311K	Hold	5,080	–	–	0.04%	151
2025 Q4	$286K	Sell	5,080 -3,000	-37%	-$174K	0.04%	153
2025 Q3	$489K	Hold	8,080	–	–	0.08%	107
2025 Q2	$465K	Hold	8,080	–	–	0.08%	100
2025 Q1	$469K	Hold	8,080	–	–	0.09%	94
2024 Q4	$440K	Buy	8,080 +2,000	+33%	+$116K	0.09%	98
2024 Q3	$386K	Sell	6,080 -3,000	-33%	-$179K	0.07%	101
2024 Q2	$480K	Buy	9,080 +3,941	+77%	+$210K	0.1%	79
2024 Q1	$278K	Buy	+5,139	New	+$278K	0.06%	111

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Financial Wealth Advisors's O Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its Realty Income (O) position steady in Q2 2026 at 5,080 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #172.

Summit Financial Wealth Advisors first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $489K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Summit Financial Wealth Advisors held 5,080 shares of Realty Income worth $315K as of Q2 2026.
Summit Financial Wealth Advisors left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Summit Financial Wealth Advisors first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
Summit Financial Wealth Advisors's Realty Income position peaked at $489K in Q3 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.