Atlantic Edge Private Wealth Management’s Realty Income O Stock Holding History

Atlantic Edge Private Wealth Management’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 Q2	$1.55K	Hold	25	–	–	﹤0.01%	574
2026 Q1	$1.53K	Hold	25	–	–	﹤0.01%	549
2025 Q4	$1.41K	Hold	25	–	–	﹤0.01%	542
2025 Q3	$1.52K	Buy	+25	New	+$1.46K	﹤0.01%	508

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Atlantic Edge Private Wealth Management's O Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Realty Income (O) position steady in Q2 2026 at 25 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Atlantic Edge Private Wealth Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold O as of Q2 2026.

Atlantic Edge Private Wealth Management held 25 shares of Realty Income worth $1.55K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #574 holding.
Atlantic Edge Private Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
722 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.