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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

O holding history

Realty Income Corp in every 13F filed by Fortis Group 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)
48,938
Value
$3.03M
% of portfolio
0.5%
Quarters held
12
Since Q3 2023
Holdings of O by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648,938$3.03M0.5%+41,277+538.8%AddedHolders
Q1 20267,661$489.2K0.1%−176−2.2%ReducedHolders
Q4 20257,837$474.7K0.1%+109+1.4%AddedHolders
Q3 20257,728$450.7K0.1%−1,481−16.1%ReducedHolders
Q2 20259,209$518.3K0.1%+8,259+869.4%AddedHolders
Q1 2025950$55.1K<0.1%00.0%UnchangedHolders
Q4 2024950$50.7K<0.1%00.0%UnchangedHolders
Q3 2024950$60.2K<0.1%00.0%UnchangedHolders
Q2 2024950$50.2K<0.1%00.0%UnchangedHolders
Q1 2024950$51.4K<0.1%−950−50.0%ReducedHolders
Q4 20231,900$109.1K<0.1%+950+100.0%AddedHolders
Q3 2023950$47.4K<0.1%+950NewHolders