RFP
O icon

Root Financial Partners’s Realty Income O Stock Holding History

Root Financial 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
Q1 		$281K Sell
4,592
-1,450
-24% -$90.8K 0.01% 260
2025
Q4 		$341K Buy
6,042
+379
+7% +$21.9K 0.02% 211
2025
Q3 		$344K Buy
5,663
+786
+16% +$45.8K 0.02% 193
2025
Q2 		$281K Buy
+4,877
New +$276K 0.03% 192

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's O Position: Q1 2026 in Review

Root Financial Partners reduced its Realty Income (O) stake by 24% in Q1 2026, selling an estimated $90.8K and leaving 4,592 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #260.

Root Financial Partners first reported a position in O in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Root Financial Partners held 4,592 shares of Realty Income worth $281K as of Q1 2026.
  • Root Financial Partners sold 1,450 Realty Income shares in Q1 2026, an estimated $90.8K.
  • Realty Income made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #260 holding.
  • Root Financial Partners first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Realty Income position peaked at $344K in Q3 2025.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.