Sagespring Wealth Partners’s Realty Income O Stock Holding History

Sagespring 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	$2.43M	Sell	39,240 -2,631	-6%	-$164K	0.04%	193
2026 Q1	$2.56M	Buy	41,871 +3,004	+8%	+$188K	0.05%	175
2025 Q4	$2.19M	Buy	38,867 +310	+0.8%	+$17.9K	0.04%	176
2025 Q3	$2.34M	Buy	38,557 +3,047	+9%	+$178K	0.05%	164
2025 Q2	$2.05M	Buy	35,510 +2,886	+9%	+$163K	0.04%	171
2025 Q1	$1.89M	Buy	32,624 +9,169	+39%	+$508K	0.05%	161
2024 Q4	$1.25M	Buy	+23,455	New	+$1.37M	0.03%	188

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sagespring Wealth Partners's O Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Realty Income (O) stake by 6.3% in Q2 2026, selling an estimated $164K and leaving 39,240 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #193.

Sagespring Wealth Partners first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q1 2026. 936 funds tracked by Wall St. Rank hold O as of Q2 2026.

Sagespring Wealth Partners held 39,240 shares of Realty Income worth $2.43M as of Q2 2026.
Sagespring Wealth Partners sold 2,631 Realty Income shares in Q2 2026, an estimated $164K.
Realty Income made up 0.04% of Sagespring Wealth Partners's portfolio in Q2 2026, its #193 holding.
Sagespring Wealth Partners first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Realty Income position peaked at $2.56M in Q1 2026.
936 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.