Triad Wealth Partners
O icon

Triad Wealth Partners’s Realty Income O Stock Holding History

Triad 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
Q3 		$220K Sell
4,050
-2,888
-42% -$178K 0.01% 515
2026
Q2 		$440K Buy
+6,938
New +$433K 0.03% 348
2026
Q1 		– Sell
-3,640
Closed -$205K – 503
2025
Q4 		$205K Buy
+3,640
New +$211K 0.02% 451
2024
Q3 		– Sell
-276
Closed -$14.6K – 621
2024
Q2 		$14.6K Buy
+276
New +$14.7K 0.01% 402

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Triad Wealth Partners's O Position: Q3 2026 in Review

Triad Wealth Partners reduced its Realty Income (O) stake by 42% in Q3 2026, selling an estimated $178K and leaving 4,050 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #515.

Triad Wealth Partners first reported a position in O in Q2 2024 and has held it in 4 quarters since. The position peaked at $440K in Q2 2026. 1,052 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Triad Wealth Partners held 4,050 shares of Realty Income worth $220K as of Q3 2026.
  • Triad Wealth Partners sold 2,888 Realty Income shares in Q3 2026, an estimated $178K.
  • Realty Income made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #515 holding.
  • Triad Wealth Partners first reported a position in Realty Income in Q2 2024 and has held it in 4 quarters since.
  • Triad Wealth Partners's Realty Income position peaked at $440K in Q2 2026.
  • 1,052 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.