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 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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) 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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Premier Path Wealth Partners's O Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Realty Income (O) stake by 8.6% in Q2 2026, selling an estimated $39.5K and leaving 6,718 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #300.

Premier Path Wealth Partners first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q1 2026. 603 funds tracked by Wall St. Rank hold O as of Q2 2026.

Premier Path Wealth Partners held 6,718 shares of Realty Income worth $416K as of Q2 2026.
Premier Path Wealth Partners sold 633 Realty Income shares in Q2 2026, an estimated $39.5K.
Realty Income made up 0.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #300 holding.
Premier Path Wealth Partners first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Realty Income position peaked at $450K in Q1 2026.
603 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.