Premier Path Wealth Partners
O icon

Premier Path Wealth Partners’s Realty Income O Stock Holding History

Premier Path 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 		$561K Buy
10,325
+3,607
+54% +$223K 0.07% 242
2026
Q2 		$416K Sell
6,718
-633
-9% -$39.5K 0.05% 300
2026
Q1 		$450K Buy
7,351
+784
+12% +$49.1K 0.06% 288
2025
Q4 		$370K Buy
6,567
+442
+7% +$25.6K 0.05% 292
2025
Q3 		$372K Buy
6,125
+290
+5% +$16.9K 0.05% 302
2025
Q2 		$336K Sell
5,835
-745
-11% -$42.1K 0.05% 309
2025
Q1 		$382K Buy
6,580
+1,158
+21% +$64.1K 0.06% 268
2024
Q4 		$290K Buy
5,422
+163
+3% +$9.49K 0.04% 310
2024
Q3 		$334K Buy
5,259
+475
+10% +$28.3K 0.05% 285
2024
Q2 		$253K Buy
4,784
+677
+16% +$36.2K 0.04% 321
2024
Q1 		$222K Sell
4,107
-125
-3% -$6.77K 0.04% 317
2023
Q4 		$243K Buy
+4,232
New +$222K 0.05% 290

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Premier Path Wealth Partners's O Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Realty Income (O) stake by 54% in Q3 2026, buying an estimated $223K and bringing the position to 10,325 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #242.

Premier Path Wealth Partners first reported a position in O in Q4 2023 and has held it in 12 quarters since. 874 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Premier Path Wealth Partners held 10,325 shares of Realty Income worth $561K as of Q3 2026.
  • Premier Path Wealth Partners bought 3,607 Realty Income shares in Q3 2026, an estimated $223K.
  • Realty Income made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #242 holding.
  • Premier Path Wealth Partners first reported a position in Realty Income in Q4 2023 and has held it in 12 quarters since.
  • 874 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.