Twin Peaks Wealth Advisors’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,869
Closed -$114K 1552
2026
Q1
$114K Buy
+1,869
New +$117K 0.03% 269
2025
Q3
Sell
-539
Closed -$31.1K 1470
2025
Q2
$31.1K Buy
+539
New +$30.5K 0.01% 463

Other funds holding O

Twin Peaks Wealth Advisors's O Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 1,869 shares — an estimated $114K sold.

Twin Peaks Wealth Advisors first reported a position in O in Q2 2025 and held it in 2 quarters. The position peaked at $114K in Q1 2026. 1,463 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,869 Realty Income shares in Q2 2026, an estimated $114K.
  • Twin Peaks Wealth Advisors first reported a position in Realty Income in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Realty Income position peaked at $114K in Q1 2026.
  • 1,463 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.