Summit Financial Wealth Advisors, LLC Realty Income Corp Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
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 8,080 shares of O stock, worth $468,478. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,080
Previous 8,080
-0.0%
Holding current value
$468,478
Previous $465,000
5.59%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding O
# of Institutions
1,514Shares Held
708MCall Options Held
7.3MPut Options Held
4.16M-
Vanguard Group Inc Valley Forge, PA146MShares$8.47 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY83.3MShares$4.83 Billion0.1% of portfolio
-
State Street Corp Boston, MA61.7MShares$3.58 Billion0.14% of portfolio
-
Geode Capital Management, LLC Boston, MA27MShares$1.56 Billion0.11% of portfolio
-
Parnassus Investments, LLC18.1MShares$1.05 Billion2.67% of portfolio
About REALTY INCOME CORP
- Ticker O
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 617,577,024
- Market Cap $35.8B
- 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...