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Atria Investments’s Realty Income O Stock Holding History

Atria Investments’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 		$2.2M Sell
35,539
-9,161
-20% -$571K 0.02% 708
2026
Q1 		$2.73M Sell
44,700
-7,799
-15% -$488K 0.03% 571
2025
Q4 		$2.96M Sell
52,499
-5,268
-9% -$305K 0.03% 566
2025
Q3 		$3.51M Sell
57,767
-7,009
-11% -$408K 0.04% 509
2025
Q2 		$3.73M Buy
64,776
+7,877
+14% +$445K 0.04% 489
2025
Q1 		$3.3M Sell
56,899
-10,126
-15% -$561K 0.04% 507
2024
Q4 		$3.58M Sell
67,025
-6,809
-9% -$397K 0.04% 458
2024
Q3 		$4.68M Buy
73,834
+450
+0.6% +$26.8K 0.06% 374
2024
Q2 		$3.88M Buy
73,384
+7,831
+12% +$418K 0.05% 416
2024
Q1 		$3.55M Buy
65,553
+7,490
+13% +$406K 0.05% 438
2023
Q4 		$3.33M Sell
58,063
-10,017
-15% -$526K 0.05% 408
2023
Q3 		$3.4M Buy
68,080
+7,462
+12% +$429K 0.06% 388
2023
Q2 		$3.62M Buy
60,618
+223
+0.4% +$13.6K 0.07% 356
2023
Q1 		$3.82M Buy
60,395
+10,619
+21% +$688K 0.07% 327
2022
Q4 		$3.16M Sell
49,776
-4,015
-7% -$249K 0.06% 367
2022
Q3 		$3.13M Sell
53,791
-5,473
-9% -$377K 0.07% 342
2022
Q2 		$4.04M Buy
59,264
+11,624
+24% +$799K 0.08% 289
2022
Q1 		$3.3M Buy
47,640
+12,986
+37% +$883K 0.06% 399
2021
Q4 		$2.48M Buy
34,654
+521
+2% +$35.8K 0.04% 475
2021
Q3 		$2.15M Buy
34,133
+9,153
+37% +$618K 0.04% 500
2021
Q2 		$1.61M Buy
+24,980
New +$1.64M 0.03% 589
2021
Q1 		– Sell
-28,068
Closed -$1.69M – 737
2020
Q4 		$1.69M Buy
+28,068
New +$1.66M 0.04% 474
2020
Q1 		– Sell
-13,901
Closed -$992K – 981
2019
Q4 		$992K Buy
+13,901
New +$1.04M 0.03% 528
2016
Q2 		– Sell
-16,054
Closed -$972K – 493
2016
Q1 		$972K Sell
16,054
-2,101
-12% -$117K 0.11% 149
2015
Q4 		$900K Buy
+18,155
New +$868K 0.1% 155

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Investments's O Position: Q2 2026 in Review

Atria Investments reduced its Realty Income (O) stake by 20% in Q2 2026, selling an estimated $571K and leaving 35,539 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #708.

Atria Investments first reported a position in O in Q4 2015 and has held it in 25 quarters since. The position peaked at $4.68M in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Atria Investments held 35,539 shares of Realty Income worth $2.2M as of Q2 2026.
  • Atria Investments sold 9,161 Realty Income shares in Q2 2026, an estimated $571K.
  • Realty Income made up 0.02% of Atria Investments's portfolio in Q2 2026, its #708 holding.
  • Atria Investments first reported a position in Realty Income in Q4 2015 and has held it in 25 quarters since.
  • Atria Investments's Realty Income position peaked at $4.68M in Q3 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.