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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Triad Wealth Partners opened a new position in Realty Income (O) in Q2 2026: 6,938 shares worth $440K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in O as recently as Q4 2025.

Triad Wealth Partners first reported a position in O in Q2 2024 and has held it in 3 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Triad Wealth Partners held 6,938 shares of Realty Income worth $440K as of Q2 2026.
  • Realty Income was a new Triad Wealth Partners position in Q2 2026.
  • Realty Income made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • Triad Wealth Partners first reported a position in Realty Income in Q2 2024 and has held it in 3 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.