SEC 13F Intelligence

Sound Income Strategies, LLC / O

Sound Income Strategies, LLC’s Realty Income Corp Position

Does Sound Income Strategies, LLC own Realty Income Corp (O)? Yes — 352.8K shares worth $22M (+1.05% of its 13F portfolio) as of Q1 2026, down from 352.9K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
352.8K
% of Portfolio
+1.05%
Quarters Held
30
currently held

Position History O

Reported value by quarter
Q4 ’18: $19,000Q4 ’18Q1 ’19: $43,000Q2 ’19: $40,000Q3 ’19: $45,000Q4 ’19: $70,000Q4 ’19Q1 ’20: $82,000Q2 ’20: $100,000Q3 ’20: $85,000Q4 ’20: $82,000Q4 ’20Q1 ’21: $57MQ2 ’21: $81,000Q3 ’21: $74,000Q4 ’21: $136,000Q4 ’21Q1 ’22: $107,000Q2 ’22: $107,000Q3 ’22: $91,000Q4 ’22: $98,328Q4 ’22Q1 ’23: $68,735Q2 ’23: $131,780Q3 ’23: $110,284Q4 ’23: $129,531Q4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $16MQ4 ’24: $14MQ4 ’24Q1 ’25: $17MQ2 ’25: $18MQ3 ’25: $19MQ4 ’25: $22MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026352.8K$22M+1.05%
Q4 2025352.9K$22M+1.03%
Q3 2025326.0K$19M+1.05%
Q2 2025314.5K$18M+1.04%
Q1 2025295.1K$17M+1.01%
Q4 2024269.5K$14M+0.89%
Q3 2024246.6K$16M+1.01%
Q2 2024229.0K$12M+0.76%
Q1 2024209.8K$11M+0.85%
Q4 20232.3K$129,531+0.01%
Q3 20232.2K$110,284+0.01%
Q2 20232.2K$131,780+0.01%
Q1 20231.1K$68,735+0.01%
Q4 20221.6K$98,328+0.01%
Q3 20221.6K$91,000+0.01%
Q2 20221.6K$107,000+0.01%
Q1 20221.5K$107,000+0.01%
Q4 20211.9K$136,000+0.02%
Q3 20211.1K$74,000+0.01%
Q2 20211.2K$81,000+0.01%
Q1 2021890$57M+0.01%
Q4 20201.3K$82,000+0.02%
Q3 20201.4K$85,000+0.02%
Q2 20201.7K$100,000+0.03%
Q1 20201.6K$82,000+0.03%
Q4 2019950$70,000+0.01%
Q3 2019582$45,000+0.01%
Q2 2019582$40,000+0.01%
Q1 2019582$43,000+0.02%
Q4 2018302$19,000+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of O.