PP
O icon

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
Q2 		$373K Sell
6,019
-70
-1% -$4.36K 0.02% 365
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
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

PDS Planning's O Position: Q2 2026 in Review

PDS Planning reduced its Realty Income (O) stake by 1.1% in Q2 2026, selling an estimated $4.36K and leaving 6,019 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #365.

PDS Planning first reported a position in O in Q3 2024 and has held it in 7 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • PDS Planning held 6,019 shares of Realty Income worth $373K as of Q2 2026.
  • PDS Planning sold 70 Realty Income shares in Q2 2026, an estimated $4.36K.
  • Realty Income made up 0.02% of PDS Planning's portfolio in Q2 2026, its #365 holding.
  • PDS Planning first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.