Summit Wealth Group (Colorado)’s Realty Income O Stock Holding History

Summit Wealth Group (Colorado)’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	$303K	Buy	4,893 +226	+5%	+$14.1K	0.03%	298
2026 Q1	$286K	Buy	4,667 +241	+5%	+$15.1K	0.03%	268
2025 Q4	$249K	Buy	+4,426	New	+$256K	0.03%	239
2025 Q3	–	Sell	-4,037	Closed	-$233K	–	400
2025 Q2	$233K	Buy	+4,037	New	+$228K	0.06%	214

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Summit Wealth Group (Colorado)'s O Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Realty Income (O) stake by 4.8% in Q2 2026, buying an estimated $14.1K and bringing the position to 4,893 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #298.

Summit Wealth Group (Colorado) first reported a position in O in Q2 2025 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold O as of Q2 2026.

Summit Wealth Group (Colorado) held 4,893 shares of Realty Income worth $303K as of Q2 2026.
Summit Wealth Group (Colorado) bought 226 Realty Income shares in Q2 2026, an estimated $14.1K.
Realty Income made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #298 holding.
Summit Wealth Group (Colorado) first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
627 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.