SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition 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, 2026SUMMIT 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 |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,681 | $375,955 | |
| 2 | NTST |
NETSTREIT Corp.
|
12,803 | $270,527 | |
| 3 | KRG |
Kite Realty Group Trust
|
7,600 | $215,688 | |
| 4 | SKT |
Tanger Inc.
|
5,464 | $215,664 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
3,172 | $100,013 | |
| 6 | KIM |
Kimco Realty Corp
|
2,681 | $67,963 | |
| 7 | AKR |
Acadia Realty Trust
|
3,060 | $63,984 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
821 | $29,063 |
All Filings in O
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,383 | 216 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $9,238 | 151 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $240,530 | 4,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $114,102 | 1,877 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $156,007 | 2,708 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $52,674 | 881 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $77,946 | 1,231 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,214 | 634 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $241,122 | 4,143 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $85,666 | 1,255 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $99,168 | 1,431 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $311,327 | 4,800 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $202,355 | 3,032 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $205,160 | 3,300 | Shares | Sole | 2021-02-25 | |
| No filing history on record for this holder in this stock. | ||||||