Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

O holding history

Realty Income Corp in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
54,604
Value
$3.38M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of O by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,604$3.38M<0.1%+1,875+3.6%AddedHolders
Q1 202652,729$3.23M<0.1%+1,213+2.4%AddedHolders
Q4 202551,516$2.90M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202554,763$3.15M<0.1%+6,735+14.0%AddedHolders
Q1 202548,028$2.79M<0.1%−53−0.1%ReducedHolders
Q4 202448,081$2.57M<0.1%+4,145+9.4%AddedHolders
Q3 202443,936$2.79M<0.1%+4,935+12.7%AddedHolders
Q2 202439,001$2.06M<0.1%+20,427+110.0%AddedHolders
Q1 202418,574$1.00M<0.1%+2,776+17.6%AddedHolders
Q4 202315,798$907.1K<0.1%+571+3.7%AddedHolders
Q3 202315,227$760.4K<0.1%−23,110−60.3%ReducedHolders
Q2 202338,337$1.03M<0.1%+33,137+637.3%AddedHolders
Q1 20235,200$278.3K<0.1%−7,804−60.0%ReducedHolders
Q4 202213,004$824.9K<0.1%+13,004NewHolders
Q3 20220$00.0%−12,705−100.0%Sold outHolders
Q2 202212,705$867.0K<0.1%+3,937+44.9%AddedHolders
Q1 20228,768$608.0K<0.1%−93−1.0%ReducedHolders
Q4 20218,861$634.0K<0.1%+1,310+17.3%AddedHolders
Q3 20217,551$490.0K<0.1%−693−8.4%ReducedHolders
Q2 20218,244$550.0K<0.1%+2,559+45.0%AddedHolders
Q1 20215,685$361.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.