Soltis Investment Advisors LLC

Position in O — Realty Income Corp

CIK 1802530 ST. GEORGE, UT

Position in O

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,941,612

+$1,082,285 QoQ

Shares Held

192,731

+8.6% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#202

of 1,452 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Real Estate · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $18,400,625 across 3 REIT - Retail names. O ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp This page	192,731	$11,941,612
2	SPG	Simon Property Group Inc.	27,851	$6,228,876
3	NNN	Nnn REIT, Inc.	4,946	$230,137

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,941,612	192,731	+8.6%	Shares	Sole	2026-07-31
2026-03-31	$10,859,327	177,498	+7.0%	Shares	Sole	2026-04-27
2025-12-31	$9,355,334	165,963	+5.9%	Shares	Sole	2026-04-02
2025-09-30	$9,522,875	156,652	+5.6%	Shares	Sole	2025-11-12
2025-06-30	$8,544,311	148,313	+5.2%	Shares	Sole	2025-08-06
2025-03-31	$8,181,440	141,035	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$7,429,117	139,096	-3.2%	Shares	Sole	2025-01-29
2024-09-30	$9,110,536	143,654	+67.1%	Shares	Sole	2025-01-03
2024-06-30	$4,540,407	85,960	+53.6%	Shares	Sole	2024-08-12
2024-03-31	$3,028,085	55,972	+1125.8%	Shares	Sole	2024-05-29
2023-03-31	$289,119	4,566	0.0%	Shares	Sole	2023-05-03
2022-12-31	$289,621	4,566	+4.6%	Shares	Sole	2023-02-09
2022-09-30	$254,101	4,366	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$297,954	4,365	-8.6%	Shares	Sole	2022-08-11
2022-03-31	$330,907	4,775	+2.7%	Shares	Sole	2022-05-06
2021-12-31	$332,893	4,650	+9.6%	Shares	Sole	2022-02-09
2021-09-30	$275,200	4,243	+3.3%	Shares	Sole	2021-11-09
2021-06-30	$274,234	4,109	0.0%	Shares	Sole	2021-08-04
2021-03-31	$260,921	4,109	0.0%	Shares	Sole	2021-05-11
2020-12-31	$255,456	4,109	+1.5%	Shares	Sole	2021-02-10
2020-09-30	$245,976	4,049	0.0%	Shares	Sole	2020-10-28
2020-06-30	$240,915	4,049	0.0%	Shares	Sole	2020-08-12
2020-03-31	$201,883	4,049	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.