PIA
O icon

Perennial Investment Advisors’s Realty Income O Stock Holding History

Perennial 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 		$789K Sell
12,898
-820
-6% -$51.3K 0.06% 223
2025
Q4 		$773K Sell
13,718
-395
-3% -$22.9K 0.06% 224
2025
Q3 		$858K Sell
14,113
-212
-1% -$12.4K 0.07% 200
2025
Q2 		$825K Sell
14,325
-3,214
-18% -$182K 0.08% 194
2025
Q1 		$1.02M Sell
17,539
-1,256
-7% -$69.5K 0.11% 162
2024
Q4 		$1M Sell
18,795
-213
-1% -$12.4K 0.12% 149
2024
Q3 		$1.21M Buy
19,008
+1,140
+6% +$67.8K 0.16% 109
2024
Q2 		$944K Sell
17,868
-455
-2% -$24.3K 0.13% 128
2024
Q1 		$991K Buy
18,323
+1,517
+9% +$82.1K 0.15% 111
2023
Q4 		$965K Sell
16,806
-100
-0.6% -$5.25K 0.16% 109
2023
Q3 		$844K Sell
16,906
-16
-0.1% -$920 0.15% 116
2023
Q2 		$1.01M Sell
16,922
-258
-2% -$15.7K 0.18% 106
2023
Q1 		$1.09M Buy
+17,180
New +$1.11M 0.2% 97

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

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

Perennial Investment Advisors reduced its Realty Income (O) stake by 6% in Q1 2026, selling an estimated $51.3K and leaving 12,898 shares worth $789K. The position accounts for 0.06% of the portfolio, ranked #223.

Perennial Investment Advisors first reported a position in O in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q3 2024. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Perennial Investment Advisors held 12,898 shares of Realty Income worth $789K as of Q1 2026.
  • Perennial Investment Advisors sold 820 Realty Income shares in Q1 2026, an estimated $51.3K.
  • Realty Income made up 0.06% of Perennial Investment Advisors's portfolio in Q1 2026, its #223 holding.
  • Perennial Investment Advisors first reported a position in Realty Income in Q1 2023 and has held it in 13 quarters since.
  • Perennial Investment Advisors's Realty Income position peaked at $1.21M in Q3 2024.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.