Position in O
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$303,170
+$17,643 QoQ
Shares Held
4,893
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,002
of 1,452 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $303,170 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
4,893 | $303,170 |
All Filings in O
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,170 | 4,893 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $285,527 | 4,667 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $249,493 | 4,426 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $232,571 | 4,037 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||