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Vest Financial, LLC O Position History
Realty Income Corporation • Real Estate
Quarters held
10
Latest value
$40.7M
Q3 2026
Peak value
$56.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $698K |
| Q3 2025 | $56.8M |
| Q4 2025 | $639K |
| Q4 2025 | $45.5M |
| Q1 2026 | $50.5M |
| Q1 2026 | $727K |
| Q2 2026 | $667K |
| Q2 2026 | $46.3M |
| Q3 2026 | $237K |
| Q3 2026 | $40.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40.7M | 749.2K | — | — |
| Q3 2026 | $237K | 4.4K | — | — |
| Q2 2026 | $46.3M | 748.0K | — | — |
| Q2 2026 | $667K | 10.8K | — | — |
| Q1 2026 | $727K | 11.9K | — | — |
| Q1 2026 | $50.5M | 826.2K | — | — |
| Q4 2025 | $45.5M | 807.1K | — | — |
| Q4 2025 | $639K | 11.3K | — | — |
| Q3 2025 | $56.8M | 933.6K | — | — |
| Q3 2025 | $698K | 11.5K | — | — |
Other funds holding O
$8.5B
$8.1B
$7.9B
$4.1B
$4.1B
$3.9B
$3.9B