Catalyst Financial Partners’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$462K Buy
+7,544
New +$472K 0.05% 217
2025
Q4
Sell
-3,477
Closed -$211K 337
2025
Q3
$211K Sell
3,477
-192
-5% -$11.2K 0.03% 303
2025
Q2
$211K Buy
+3,669
New +$207K 0.02% 285

Other funds holding O

Catalyst Financial Partners's O Position: Q1 2026 in Review

Catalyst Financial Partners opened a new position in Realty Income (O) in Q1 2026: 7,544 shares worth $462K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings. This is a return to the name: Catalyst Financial Partners previously reported a position in O as recently as Q3 2025.

Catalyst Financial Partners first reported a position in O in Q2 2025 and has held it in 3 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Catalyst Financial Partners held 7,544 shares of Realty Income worth $462K as of Q1 2026.
  • Realty Income was a new Catalyst Financial Partners position in Q1 2026.
  • Realty Income made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #217 holding.
  • Catalyst Financial Partners first reported a position in Realty Income in Q2 2025 and has held it in 3 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.