StoneRidge PMG Advisors, LLC’s Realty Income O Stock Holding History

StoneRidge PMG Advisors, LLC’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	$532K	Buy	+9,805	New	+$605K	0.37%	78

Other funds holding O

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's O Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in Realty Income (O) in Q3 2026: 9,805 shares worth $532K. The stake represents 0.37% of the portfolio and ranks #78 among its holdings.

1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

StoneRidge PMG Advisors, LLC held 9,805 shares of Realty Income worth $532K as of Q3 2026.
Realty Income was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
Realty Income made up 0.37% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #78 holding.
1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.