EWP
O icon

Elevation Wealth Partners’s Realty Income O Stock Holding History

Elevation Wealth Partners’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
2026
Q3 		– Sell
-26
Closed -$1.61K – 1386
2026
Q2 		$1.61K Hold
26
– – ﹤0.01% 1222
2026
Q1 		$1.59K Hold
26
– – ﹤0.01% 945
2025
Q4 		$1.47K Buy
+26
New +$1.5K ﹤0.01% 825

Other funds holding O

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Elevation Wealth Partners's O Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Realty Income (O) in Q3 2026, closing a stake of 26 shares — an estimated $1.61K sold.

Elevation Wealth Partners first reported a position in O in Q4 2025 and held it in 3 quarters. The position peaked at $1.61K in Q2 2026. 42 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 26 Realty Income shares in Q3 2026, an estimated $1.61K.
  • Elevation Wealth Partners first reported a position in Realty Income in Q4 2025 and held it in 3 quarters.
  • Elevation Wealth Partners's Realty Income position peaked at $1.61K in Q2 2026.
  • 42 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.