Atria Wealth Solutions’s Realty Income O Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.88M	Sell	32,550 -100,095	-75%	-$5.66M	0.04%	437
2025 Q1	$7.69M	Sell	132,645 -53,898	-29%	-$2.98M	0.09%	227
2024 Q4	$9.96M	Buy	186,543 +17,164	+10%	+$1,000K	0.11%	192
2024 Q3	$10.7M	Buy	169,379 +440	+0.3%	+$26.2K	0.12%	188
2024 Q2	$8.92M	Buy	168,939 +3,822	+2%	+$204K	0.1%	213
2024 Q1	$8.97M	Buy	165,117 +17,931	+12%	+$971K	0.1%	208
2023 Q4	$8.46M	Buy	147,186 +9,510	+7%	+$499K	0.11%	193
2023 Q3	$6.88M	Buy	137,676 +7,281	+6%	+$419K	0.1%	217
2023 Q2	$7.8M	Buy	130,395 +728	+0.6%	+$44.4K	0.11%	188
2023 Q1	$8.24M	Sell	129,667 -3,429	-3%	-$222K	0.12%	169
2022 Q4	$8.45M	Buy	133,096 +1,914	+1%	+$119K	0.14%	165
2022 Q3	$7.64M	Buy	131,182 +121,698	+1,283%	+$8.39M	0.13%	162
2022 Q2	$647K	Sell	9,484 -65,533	-87%	-$4.5M	0.01%	861
2022 Q1	$5.22M	Buy	+75,017	New	+$5.1M	0.09%	242

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return