Surience Private Wealth’s Realty Income O Stock Holding History

Surience Private Wealth’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	$2.1M	Buy	+38,669	New	+$2.39M	2.02%	16

Other funds holding O

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Surience Private Wealth's O Position: Q3 2026 in Review

Surience Private Wealth opened a new position in Realty Income (O) in Q3 2026: 38,669 shares worth $2.1M. The stake represents 2.02% of the portfolio and ranks #16 among its holdings.

296 funds tracked by Wall St. Rank hold O as of Q3 2026.

Surience Private Wealth held 38,669 shares of Realty Income worth $2.1M as of Q3 2026.
Realty Income was a new Surience Private Wealth position in Q3 2026.
Realty Income made up 2.02% of Surience Private Wealth's portfolio in Q3 2026, its #16 holding.
296 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.