Aspect Partners’s Realty Income O Stock Holding History

Aspect Partners’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.52K	Sell	157 -53	-25%	-$3.27K	﹤0.01%	298
2026 Q2	$13K	Buy	210 +124	+144%	+$7.73K	﹤0.01%	240
2026 Q1	$5.26K	Hold	86	–	–	﹤0.01%	353
2025 Q4	$4.85K	Sell	86 -1,631	-95%	-$94.4K	﹤0.01%	386
2025 Q3	$104K	Buy	1,717 +1,647	+2,353%	+$96K	0.05%	110
2025 Q2	$4.03K	Sell	70 -207	-75%	-$11.7K	﹤0.01%	397
2025 Q1	$16.1K	Sell	277 -50	-15%	-$2.77K	0.01%	213
2024 Q4	$17.5K	Buy	327 +2	+0.6%	+$116	0.01%	216
2024 Q3	$20.6K	Sell	325 -14	-4%	-$833	0.01%	182
2024 Q2	$17.9K	Buy	339 +53	+19%	+$2.83K	0.01%	197
2024 Q1	$15.5K	Buy	286 +34	+13%	+$1.84K	0.01%	213
2023 Q4	$14.5K	Buy	+252	New	+$13.2K	0.01%	207

Other funds holding O

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Aspect Partners's O Position: Q3 2026 in Review

Aspect Partners reduced its Realty Income (O) stake by 25% in Q3 2026, selling an estimated $3.27K and leaving 157 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Aspect Partners first reported a position in O in Q4 2023 and has held it in 12 quarters since. The position peaked at $104K in Q3 2025. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

Aspect Partners held 157 shares of Realty Income worth $8.52K as of Q3 2026.
Aspect Partners sold 53 Realty Income shares in Q3 2026, an estimated $3.27K.
Realty Income made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #298 holding.
Aspect Partners first reported a position in Realty Income in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Realty Income position peaked at $104K in Q3 2025.
375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.