Pasadena Private Wealth’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
$87.6K Hold
13,500
– – 0.01% 267
2026
Q1
$88.5K Hold
13,500
– – 0.01% 237
2025
Q4
$84.8K Buy
+13,500
New +$782K 0.01% 234

Other funds holding O

Pasadena Private Wealth's O Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Realty Income (O) stake by 5.9% in Q2 2026, selling an estimated $199K and leaving 50,665 shares worth $3.14M. The position accounts for 0.4% of the portfolio, ranked #35.

Pasadena Private Wealth first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.3M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Pasadena Private Wealth held 50,665 shares of Realty Income worth $3.14M as of Q2 2026.
  • Pasadena Private Wealth sold 3,193 Realty Income shares in Q2 2026, an estimated $199K.
  • Realty Income made up 0.4% of Pasadena Private Wealth's portfolio in Q2 2026, its #35 holding.
  • Pasadena Private Wealth first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • Pasadena Private Wealth's Realty Income position peaked at $3.3M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.