Cascade Financial Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Cascade Financial Partners's O Position: Q2 2026 in Review
Cascade Financial Partners increased its Realty Income (O) stake by 15% in Q2 2026, buying an estimated $196K and bringing the position to 24,172 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #100.
Cascade Financial Partners first reported a position in O in Q2 2024 and has held it in 9 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Cascade Financial Partners held 24,172 shares of Realty Income worth $1.5M as of Q2 2026.
- Cascade Financial Partners bought 3,147 Realty Income shares in Q2 2026, an estimated $196K.
- Realty Income made up 0.13% of Cascade Financial Partners's portfolio in Q2 2026, its #100 holding.
- Cascade Financial Partners first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.