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Summit Securities Group’s Realty Income O Stock Holding History

Summit Securities Group’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 		$13.4K Buy
216
+65
+43% +$4.05K ﹤0.01% 796
2026
Q1 		$9.24K Sell
151
-4,116
-96% -$258K ﹤0.01% 679
2025
Q4 		$241K Buy
4,267
+2,390
+127% +$138K 0.03% 300
2025
Q3 		$114K Sell
1,877
-831
-31% -$48.4K 0.02% 362
2025
Q2 		$156K Buy
+2,708
New +$153K 0.03% 287
2023
Q3 		– Sell
-881
Closed -$53K – 895
2023
Q2 		$53K Sell
881
-350
-28% -$21.4K 0.01% 400
2023
Q1 		$78K Buy
1,231
+597
+94% +$38.7K 0.01% 342
2022
Q4 		$40K Sell
634
-3,509
-85% -$218K ﹤0.01% 762
2022
Q3 		$241K Buy
4,143
+2,888
+230% +$199K 0.02% 391
2022
Q2 		$86K Sell
1,255
-176
-12% -$12.1K 0.01% 438
2022
Q1 		$99K Buy
+1,431
New +$97.3K 0.01% 506
2021
Q4 		– Sell
-4,954
Closed -$311K – 899
2021
Q3 		$311K Buy
4,954
+1,825
+58% +$123K 0.02% 523
2021
Q2 		$202K Buy
+3,129
New +$206K 0.02% 656
2021
Q1 		– Sell
-3,406
Closed -$205K – 720
2020
Q4 		$205K Buy
+3,406
New +$201K 0.02% 524
2020
Q1 		– Sell
-6,502
Closed -$464K – 424
2019
Q4 		$464K Buy
6,502
+620
+11% +$46.2K 0.04% 291
2019
Q3 		$437K Buy
+5,882
New +$412K 0.04% 214

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Securities Group's O Position: Q2 2026 in Review

Summit Securities Group increased its Realty Income (O) stake by 43% in Q2 2026, buying an estimated $4.05K and bringing the position to 216 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Summit Securities Group first reported a position in O in Q3 2019 and has held it in 16 quarters since. The position peaked at $464K in Q4 2019. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Summit Securities Group held 216 shares of Realty Income worth $13.4K as of Q2 2026.
  • Summit Securities Group bought 65 Realty Income shares in Q2 2026, an estimated $4.05K.
  • Realty Income made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #796 holding.
  • Summit Securities Group first reported a position in Realty Income in Q3 2019 and has held it in 16 quarters since.
  • Summit Securities Group's Realty Income position peaked at $464K in Q4 2019.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.