Essential Partners’s Realty Income O Stock Holding History

Essential 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	$25K	Sell	460 -13	-3%	-$802	0.01%	835
2026 Q2	$29.3K	Hold	473	–	–	0.01%	772
2026 Q1	$28.9K	Sell	473 -72	-13%	-$4.51K	0.01%	785
2025 Q4	$30.7K	Sell	545 -791	-59%	-$45.8K	0.01%	756
2025 Q3	$81.2K	Buy	1,336 +46	+4%	+$2.68K	0.03%	482
2025 Q2	$74.3K	Buy	+1,290	New	+$72.9K	0.03%	393

Other funds holding O

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Essential Partners's O Position: Q3 2026 in Review

Essential Partners reduced its Realty Income (O) stake by 2.7% in Q3 2026, selling an estimated $802 and leaving 460 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #835.

Essential Partners first reported a position in O in Q2 2025 and has held it in 6 quarters since. The position peaked at $81.2K in Q3 2025. 127 funds tracked by Wall St. Rank hold O as of Q3 2026.

Essential Partners held 460 shares of Realty Income worth $25K as of Q3 2026.
Essential Partners sold 13 Realty Income shares in Q3 2026, an estimated $802.
Realty Income made up 0.01% of Essential Partners's portfolio in Q3 2026, its #835 holding.
Essential Partners first reported a position in Realty Income in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Realty Income position peaked at $81.2K in Q3 2025.
127 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.