Root Financial Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Root Financial Partners's O Position: Q2 2026 in Review
Root Financial Partners reduced its Realty Income (O) stake by 0.46% in Q2 2026, selling an estimated $1.31K and leaving 4,571 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #306.
Root Financial Partners first reported a position in O in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Root Financial Partners held 4,571 shares of Realty Income worth $283K as of Q2 2026.
- Root Financial Partners sold 21 Realty Income shares in Q2 2026, an estimated $1.31K.
- Realty Income made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #306 holding.
- Root Financial Partners first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
- Root Financial Partners's Realty Income position peaked at $344K in Q3 2025.
- 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.