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Sofos Investments, Inc.

SEC CIK
0001741736
Latest filing
May 8, 2026

O holding history

Realty Income Corp in every 13F filed by Sofos Investments, Inc., 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)
123
Value
$7.53K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of O by Sofos Investments, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026123$7.53K<0.1%00.0%UnchangedHolders
Q4 2025123$6.93K<0.1%−66−34.9%ReducedHolders
Q3 2025189$11.5K<0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 2025123$7.13K<0.1%–No prior filingHolders
Q2 20240$00.0%−292−100.0%Sold outHolders
Q1 2024292$15.9K<0.1%+210+256.1%AddedHolders
Q4 202382$4.75K<0.1%−364−81.6%ReducedHolders
Q3 2023446$20.6K<0.1%+386+643.3%AddedHolders
Q2 202360$12.0K0.1%−3−4.8%ReducedHolders
Q1 202363$5.91K0.3%00.0%UnchangedHolders
Q4 202263$10.7K0.1%−923−93.6%ReducedHolders
Q3 2022986––−306−23.7%ReducedHolders
Q2 20221,292––+1,223+1,772.5%AddedHolders
Q1 202269––+69NewHolders
Q4 20210$00.0%−4−100.0%Sold outHolders
Q3 20214––00.0%UnchangedHolders
Q2 20214––−6−60.0%ReducedHolders
Q1 202110$666<0.1%––Holders

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