PA
O icon

PFG Advisors’s Realty Income O Stock Holding History

PFG 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 		– Sell
-3,731
Closed -$228K – 844
2026
Q1 		$228K Buy
+3,731
New +$234K 0.01% 736
2025
Q4 		– Sell
-6,726
Closed -$409K – 835
2025
Q3 		$409K Buy
6,726
+1,593
+31% +$92.8K 0.02% 606
2025
Q2 		$296K Buy
5,133
+930
+22% +$52.6K 0.01% 517
2025
Q1 		$244K Buy
+4,203
New +$233K 0.01% 637
2024
Q4 		– Sell
-3,895
Closed -$247K – 717
2024
Q3 		$247K Sell
3,895
-428
-10% -$25.5K 0.02% 637
2024
Q2 		$228K Sell
4,323
-834
-16% -$44.5K 0.02% 625
2024
Q1 		$279K Buy
5,157
+93
+2% +$5.04K 0.02% 541
2023
Q4 		$291K Sell
5,064
-2,096
-29% -$110K 0.02% 489
2023
Q3 		$358K Sell
7,160
-38,911
-84% -$2.24M 0.03% 418
2023
Q2 		$2.75M Sell
46,071
-1,364
-3% -$83.2K 0.21% 122
2023
Q1 		$3M Sell
47,435
-1,062
-2% -$68.8K 0.25% 107
2022
Q4 		$3.08M Buy
48,497
+967
+2% +$60K 0.3% 82
2022
Q3 		$2.77M Sell
47,530
-1,938
-4% -$134K 0.32% 76
2022
Q2 		$3.38M Buy
49,468
+2,339
+5% +$161K 0.38% 48
2022
Q1 		$3.27M Buy
47,129
+7,071
+18% +$481K 0.33% 65
2021
Q4 		$2.87M Sell
40,058
-651
-2% -$44.8K 0.28% 96
2021
Q3 		$2.56M Buy
40,709
+162
+0.4% +$10.9K 0.28% 101
2021
Q2 		$2.62M Sell
40,547
-84
-0.2% -$5.52K 0.3% 88
2021
Q1 		$2.5M Buy
40,631
+36,894
+987% +$2.19M 0.32% 83
2020
Q4 		$225K Sell
3,737
-126
-3% -$7.45K 0.04% 340
2020
Q3 		$235K Buy
3,863
+173
+5% +$10.2K 0.05% 316
2020
Q2 		$204K Sell
3,690
-687
-16% -$36.6K 0.05% 290
2020
Q1 		$216K Sell
4,377
-185
-4% -$12.9K 0.06% 260
2019
Q4 		$329K Sell
4,562
-28
-0.6% -$2.09K 0.08% 233
2019
Q3 		$348K Sell
4,590
-519
-10% -$36.4K 0.1% 232
2019
Q2 		$344K Buy
5,109
+8
+0.2% +$546 0.09% 231
2019
Q1 		$346K Sell
5,101
-8,644
-63% -$573K 0.11% 213
2018
Q4 		$924K Buy
+13,745
New +$821K 0.29% 104

Other funds holding O

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFG Advisors's O Position: Q2 2026 in Review

PFG Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 3,731 shares — an estimated $228K sold.

PFG Advisors first reported a position in O in Q4 2018 and held it in 28 quarters. The position peaked at $3.38M in Q2 2022. 522 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • PFG Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 3,731 Realty Income shares in Q2 2026, an estimated $228K.
  • PFG Advisors first reported a position in Realty Income in Q4 2018 and held it in 28 quarters.
  • PFG Advisors's Realty Income position peaked at $3.38M in Q2 2022.
  • 522 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.