PDS Planning’s Realty Income O Stock Holding History

PDS Planning’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	$373K	Buy	6,089 +628	+11%	+$39.3K	0.02%	337
2025 Q4	$308K	Buy	5,461 +79	+1%	+$4.57K	0.02%	373
2025 Q3	$327K	Buy	5,382 +27	+0.5%	+$1.57K	0.02%	348
2025 Q2	$309K	Buy	5,355 +1,086	+25%	+$61.4K	0.02%	340
2025 Q1	$248K	Buy	+4,269	New	+$236K	0.02%	374
2024 Q4	–	Sell	-3,686	Closed	-$234K	–	465
2024 Q3	$234K	Buy	+3,686	New	+$219K	0.02%	370

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PDS Planning's O Position: Q1 2026 in Review

PDS Planning increased its Realty Income (O) stake by 11% in Q1 2026, buying an estimated $39.3K and bringing the position to 6,089 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #337.

PDS Planning first reported a position in O in Q3 2024 and has held it in 6 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

PDS Planning held 6,089 shares of Realty Income worth $373K as of Q1 2026.
PDS Planning bought 628 Realty Income shares in Q1 2026, an estimated $39.3K.
Realty Income made up 0.02% of PDS Planning's portfolio in Q1 2026, its #337 holding.
PDS Planning first reported a position in Realty Income in Q3 2024 and has held it in 6 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.