PI
O icon

PFG Investments’s Realty Income O Stock Holding History

PFG Investments’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 		$2.37M Buy
38,297
+1,504
+4% +$93.8K 0.09% 186
2026
Q1 		$2.25M Buy
36,793
+1,781
+5% +$111K 0.1% 173
2025
Q4 		$1.97M Buy
35,012
+2,719
+8% +$157K 0.09% 191
2025
Q3 		$1.96M Buy
32,293
+5,375
+20% +$313K 0.1% 188
2025
Q2 		$1.55M Sell
26,918
-4,128
-13% -$233K 0.09% 209
2025
Q1 		$1.8M Buy
31,046
+1,754
+6% +$97.1K 0.12% 177
2024
Q4 		$1.56M Buy
29,292
+1,144
+4% +$66.6K 0.1% 200
2024
Q3 		$1.79M Buy
28,148
+401
+1% +$23.9K 0.12% 176
2024
Q2 		$1.47M Sell
27,747
-5,124
-16% -$274K 0.1% 191
2024
Q1 		$1.78M Buy
32,871
+21,505
+189% +$1.16M 0.11% 218
2023
Q4 		$653K Sell
11,366
-297
-3% -$15.6K 0.12% 193
2023
Q3 		$582K Sell
11,663
-258
-2% -$14.8K 0.11% 205
2023
Q2 		$713K Sell
11,921
-340
-3% -$20.8K 0.13% 176
2023
Q1 		$776K Buy
+12,261
New +$794K 0.16% 141

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

PFG Investments's O Position: Q2 2026 in Review

PFG Investments increased its Realty Income (O) stake by 4.1% in Q2 2026, buying an estimated $93.8K and bringing the position to 38,297 shares worth $2.37M. The position accounts for 0.09% of the portfolio, ranked #186.

PFG Investments first reported a position in O in Q1 2023 and has held it in 14 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • PFG Investments held 38,297 shares of Realty Income worth $2.37M as of Q2 2026.
  • PFG Investments bought 1,504 Realty Income shares in Q2 2026, an estimated $93.8K.
  • Realty Income made up 0.09% of PFG Investments's portfolio in Q2 2026, its #186 holding.
  • PFG Investments first reported a position in Realty Income in Q1 2023 and has held it in 14 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.