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
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: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Realty Income (O) in Q1 2026: 1,869 shares worth $114K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in O as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in O in Q2 2025 and has held it in 2 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,869 shares of Realty Income worth $114K as of Q1 2026.
  • Realty Income was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Realty Income made up 0.03% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #269 holding.
  • Twin Peaks Wealth Advisors first reported a position in Realty Income in Q2 2025 and has held it in 2 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.