Atlas Private Wealth Advisors’s Realty Income O Stock Holding History

Atlas Private Wealth Advisors’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	$509K	Buy	8,214 +1,240	+18%	+$77.3K	0.11%	85
2026 Q1	$427K	Buy	+6,974	New	+$437K	0.1%	89
2021 Q4	–	Sell	-206	Closed	-$13K	–	522
2021 Q3	$13K	Hold	206	–	–	0.01%	434
2021 Q2	$13K	Buy	+206	New	+$13.5K	0.01%	437

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

Atlas Private Wealth Advisors's O Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its Realty Income (O) stake by 18% in Q2 2026, buying an estimated $77.3K and bringing the position to 8,214 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #85.

Atlas Private Wealth Advisors first reported a position in O in Q2 2021 and has held it in 4 quarters since. 725 funds tracked by Wall St. Rank hold O as of Q2 2026.

Atlas Private Wealth Advisors held 8,214 shares of Realty Income worth $509K as of Q2 2026.
Atlas Private Wealth Advisors bought 1,240 Realty Income shares in Q2 2026, an estimated $77.3K.
Realty Income made up 0.11% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Atlas Private Wealth Advisors first reported a position in Realty Income in Q2 2021 and has held it in 4 quarters since.
725 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.