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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's O Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Realty Income (O) stake by 75% in Q2 2025, selling an estimated $5.66M and leaving 32,550 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #437.

Atria Wealth Solutions first reported a position in O in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q3 2024. 1,286 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Atria Wealth Solutions held 32,550 shares of Realty Income worth $1.88M as of Q2 2025.
  • Atria Wealth Solutions sold 100,095 Realty Income shares in Q2 2025, an estimated $5.66M.
  • Realty Income made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #437 holding.
  • Atria Wealth Solutions first reported a position in Realty Income in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Realty Income position peaked at $10.7M in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.