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
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

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Elevation Wealth Partners's O Position: Q2 2026 in Review

Elevation Wealth Partners held its Realty Income (O) position steady in Q2 2026 at 26 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Elevation Wealth Partners first reported a position in O in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Elevation Wealth Partners held 26 shares of Realty Income worth $1.61K as of Q2 2026.
  • Elevation Wealth Partners left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1222 holding.
  • Elevation Wealth Partners first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.