Root Financial Partners
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
Q3 		$268K Buy
4,926
+355
+8% +$21.9K 0.01% 345
2026
Q2 		$283K Sell
4,571
-21
-0.5% -$1.31K 0.01% 306
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's O Position: Q3 2026 in Review

Root Financial Partners increased its Realty Income (O) stake by 7.8% in Q3 2026, buying an estimated $21.9K and bringing the position to 4,926 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #345.

Root Financial Partners first reported a position in O in Q2 2025 and has held it in 6 quarters since. The position peaked at $344K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Root Financial Partners held 4,926 shares of Realty Income worth $268K as of Q3 2026.
  • Root Financial Partners bought 355 Realty Income shares in Q3 2026, an estimated $21.9K.
  • Realty Income made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #345 holding.
  • Root Financial Partners first reported a position in Realty Income in Q2 2025 and has held it in 6 quarters since.
  • Root Financial Partners's Realty Income position peaked at $344K in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.