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Livermore
Livermore
ZHEN

Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

O holding history

Realty Income Corp in every 13F filed by Signature Wealth Management Group, 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 Q1 2026 holdings

Shares (Q1 2026)
80,328
Value
$4.91M
% of portfolio
1.9%
Quarters held
20
Since Q1 2021
Holdings of O by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202680,328$4.91M1.9%+411+0.5%AddedHolders
Q4 202579,917$4.50M1.8%+1,185+1.5%AddedHolders
Q3 202578,732$4.79M1.9%+1,690+2.2%AddedHolders
Q2 202577,042$4.44M1.8%+875+1.1%AddedHolders
Q1 202576,167$4.42M1.7%+2,200+3.0%AddedHolders
Q4 202473,967$3.95M1.6%−871−1.2%ReducedHolders
Q3 202474,838$4.75M1.9%+221+0.3%AddedHolders
Q2 202474,617$3.94M1.7%+593+0.8%AddedHolders
Q1 202474,024$3.93M1.8%+12,367+20.1%AddedHolders
Q4 202361,657$3.54M1.6%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 202359,797$3.58M1.7%+1,980+3.4%AddedHolders
Q1 202357,817$3.66M1.7%+1,147+2.0%AddedHolders
Q4 202256,670$3.59M1.8%+476+0.8%AddedHolders
Q3 202256,194$3.27M1.7%+597+1.1%AddedHolders
Q2 202255,597$3.79M1.8%−484−0.9%ReducedHolders
Q1 202256,081$3.89M1.7%+4,512+8.7%AddedHolders
Q4 202151,569$3.69M1.9%−635−1.2%ReducedHolders
Q3 202152,204$3.39M1.9%+425+0.8%AddedHolders
Q2 202151,779$3.46M1.9%−73−0.1%ReducedHolders
Q1 202151,852$3.29M1.9%––Holders

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