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Soltis Investment Advisors LLC → O
Soltis Investment Advisors LLC O Position History
Realty Income Corporation • Real Estate
Quarters held
6
Latest value
$11.4M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $9.4M |
| Q4 2025 | $9.4M |
| Q1 2026 | $10.9M |
| Q2 2026 | $11.9M |
| Q3 2026 | $11.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.4M | 210.4K | — | — |
| Q2 2026 | $11.9M | 192.7K | — | — |
| Q1 2026 | $10.9M | 177.5K | — | — |
| Q4 2025 | $9.4M | 166.0K | — | — |
| Q4 2025 | $9.4M | 166.0K | — | — |
| Q3 2025 | $9.5M | 156.7K | — | — |
Other funds holding O
$8.5B
$8.1B
$7.9B
$4.1B
$4.1B
$3.9B
$3.9B