GSEP
O icon

Golden State Equity Partners’s Realty Income O Stock Holding History

Golden State Equity 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 		– Sell
-41,598
Closed -$2.55M – 1276
2026
Q1 		$2.55M Buy
41,598
+25,002
+151% +$1.57M 0.19% 123
2025
Q4 		$936K Sell
16,596
-5,801
-26% -$336K 0.15% 158
2025
Q3 		$1.36M Sell
22,397
-275
-1% -$16K 0.23% 102
2025
Q2 		$1.31M Buy
22,672
+7,622
+51% +$431K 0.24% 97
2025
Q1 		$873K Sell
15,050
-7,873
-34% -$436K 0.17% 154
2024
Q4 		$1.22M Buy
22,923
+22,673
+9,069% +$1.32M 0.23% 110
2024
Q3 		$15.9K Sell
250
-15,628
-98% -$930K 0.01% 532
2024
Q2 		$839K Buy
+15,878
New +$848K 0.17% 134
2023
Q4 		$917K Sell
15,969
-90
-0.6% -$4.72K 0.22% 111
2023
Q3 		$802K Sell
16,059
-221
-1% -$12.7K 0.22% 113
2023
Q2 		$973K Buy
+16,280
New +$994K 0.27% 89

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Golden State Equity Partners's O Position: Q2 2026 in Review

Golden State Equity Partners sold out of Realty Income (O) in Q2 2026, closing a stake of 41,598 shares — an estimated $2.55M sold.

Golden State Equity Partners first reported a position in O in Q2 2023 and held it in 11 quarters. The position peaked at $2.55M in Q1 2026. 748 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Golden State Equity Partners reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 41,598 Realty Income shares in Q2 2026, an estimated $2.55M.
  • Golden State Equity Partners first reported a position in Realty Income in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's Realty Income position peaked at $2.55M in Q1 2026.
  • 748 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.