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SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in O — Realty Income Corp

CIK 1531593 NEW YORK, NY

Position in O

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$13,383
+$4,145 QoQ
Shares Held
216
+43.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,328
of 1,449 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in O Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $1,357,491 across 11 REIT - Retail names. O ranks #9 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in O

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,383 216
2026-03-31 $9,238 151
2025-12-31 $240,530 4,267
2025-09-30 $114,102 1,877
2025-06-30 $156,007 2,708
2023-06-30 $52,674 881
2023-03-31 $77,946 1,231
2022-12-31 $40,214 634
2022-09-30 $241,122 4,143
2022-06-30 $85,666 1,255
2022-03-31 $99,168 1,431
2021-09-30 $311,327 4,800
2021-06-30 $202,355 3,032
2020-12-31 $205,160 3,300