PCA
O icon

Pallas Capital Advisors’s Realty Income O Stock Holding History

Pallas Capital Advisors’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
2025
Q4 		– Sell
-5,861
Closed -$356K – 929
2025
Q3 		$356K Buy
5,861
+2,331
+66% +$136K 0.01% 624
2025
Q2 		$203K Buy
+3,530
New +$200K 0.01% 764

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pallas Capital Advisors's O Position: Q4 2025 in Review

Pallas Capital Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 5,861 shares — an estimated $356K sold.

Pallas Capital Advisors first reported a position in O in Q2 2025 and held it in 2 quarters. The position peaked at $356K in Q3 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Pallas Capital Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Pallas Capital Advisors sold 5,861 Realty Income shares in Q4 2025, an estimated $356K.
  • Pallas Capital Advisors first reported a position in Realty Income in Q2 2025 and held it in 2 quarters.
  • Pallas Capital Advisors's Realty Income position peaked at $356K in Q3 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Pallas Capital Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.