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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Panoramic Investment Advisors's O Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Realty Income (O) stake by 1% in Q1 2026, buying an estimated $3.5K and bringing the position to 5,538 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #92.

Panoramic Investment Advisors first reported a position in O in Q4 2022 and has held it in 11 quarters since. The position peaked at $424K in Q3 2024. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Panoramic Investment Advisors held 5,538 shares of Realty Income worth $339K as of Q1 2026.
  • Panoramic Investment Advisors bought 56 Realty Income shares in Q1 2026, an estimated $3.5K.
  • Realty Income made up 0.18% of Panoramic Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Panoramic Investment Advisors first reported a position in Realty Income in Q4 2022 and has held it in 11 quarters since.
  • Panoramic Investment Advisors's Realty Income position peaked at $424K in Q3 2024.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.