A detailed history of Summit Financial Wealth Advisors, LLC transactions in Realty Income Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 6,080 shares of O stock, worth $343,763. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,080
Previous 9,080 33.04%
Holding current value
$343,763
Previous $479,000 19.62%
% of portfolio
0.08%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$52.36 - $63.42 $157,080 - $190,260
-3,000 Reduced 33.04%
6,080 $385,000
Q2 2024

Aug 12, 2024

BUY
$50.8 - $55.45 $200,202 - $218,528
3,941 Added 76.69%
9,080 $479,000
Q1 2024

May 02, 2024

BUY
$51.39 - $59.48 $264,093 - $305,667
5,139 New
5,139 $278,000

Others Institutions Holding O

About REALTY INCOME CORP


  • Ticker O
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 617,577,024
  • Market Cap $34.9B
  • Description
  • Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date...
More about O
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