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
Q2
$430K Sell
6,939
-605
-8% -$37.7K 0.04% 245
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: Q2 2026 in Review

Catalyst Financial Partners reduced its Realty Income (O) stake by 8% in Q2 2026, selling an estimated $37.7K and leaving 6,939 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #245.

Catalyst Financial Partners first reported a position in O in Q2 2025 and has held it in 4 quarters since. The position peaked at $462K in Q1 2026. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Catalyst Financial Partners held 6,939 shares of Realty Income worth $430K as of Q2 2026.
  • Catalyst Financial Partners sold 605 Realty Income shares in Q2 2026, an estimated $37.7K.
  • Realty Income made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #245 holding.
  • Catalyst Financial Partners first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • Catalyst Financial Partners's Realty Income position peaked at $462K in Q1 2026.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.