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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

O holding history

Realty Income Corp in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2023
Holdings of O by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,836−100.0%Sold outHolders
Q1 20264,836$295.9K<0.1%+4,836NewHolders
Q4 20250$00.0%−4,317−100.0%Sold outHolders
Q3 20254,317$262.4K<0.1%+4,317NewHolders
Q2 20250$00.0%−3,654−100.0%Sold outHolders
Q1 20253,654$212.0K0.1%+3,654NewHolders
Q3 20240$00.0%−8,772−100.0%Sold outHolders
Q2 20248,772$463.3K0.1%−2,037−18.8%ReducedHolders
Q1 202410,809$584.8K0.2%−1,401−11.5%ReducedHolders
Q4 202312,210$701.1K0.2%+4,910+67.3%AddedHolders
Q3 20237,300$364.6K0.1%+7,300NewHolders