PIA
O icon

Panoramic Investment Advisors’s Realty Income O Stock Holding History

Panoramic Investment 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
2026
Q2 		$336K Sell
5,416
-122
-2% -$7.61K 0.16% 100
2026
Q1 		$339K Buy
5,538
+56
+1% +$3.5K 0.18% 92
2025
Q4 		$309K Sell
5,482
-214
-4% -$12.4K 0.17% 92
2025
Q3 		$346K Buy
5,696
+62
+1% +$3.61K 0.19% 85
2025
Q2 		$325K Sell
5,634
-295
-5% -$16.7K 0.2% 87
2025
Q1 		$344K Sell
5,929
-151
-2% -$8.36K 0.23% 81
2024
Q4 		$325K Sell
6,080
-612
-9% -$35.6K 0.21% 85
2024
Q3 		$424K Buy
+6,692
New +$398K 0.29% 74
2024
Q1 		$354K Buy
6,541
+77
+1% +$4.17K 0.26% 76
2023
Q4 		$371K Buy
6,464
+90
+1% +$4.72K 0.32% 65
2023
Q3 		$318K Buy
+6,374
New +$367K 0.29% 68
2022
Q4 		$392K Buy
+6,177
New +$384K 0.4% 57

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Panoramic Investment Advisors's O Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its Realty Income (O) stake by 2.2% in Q2 2026, selling an estimated $7.61K and leaving 5,416 shares worth $336K. The position accounts for 0.16% of the portfolio, ranked #100.

Panoramic Investment Advisors first reported a position in O in Q4 2022 and has held it in 12 quarters since. The position peaked at $424K in Q3 2024. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Panoramic Investment Advisors held 5,416 shares of Realty Income worth $336K as of Q2 2026.
  • Panoramic Investment Advisors sold 122 Realty Income shares in Q2 2026, an estimated $7.61K.
  • Realty Income made up 0.16% of Panoramic Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Panoramic Investment Advisors first reported a position in Realty Income in Q4 2022 and has held it in 12 quarters since.
  • Panoramic Investment Advisors's Realty Income position peaked at $424K in Q3 2024.
  • 1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.