PFW Advisors’s Realty Income O Stock Holding History

PFW 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 Q3	$689K	Sell	12,684 -23	-0.2%	-$1.42K	0.2%	73
2026 Q2	$787K	Sell	12,707 -739	-5%	-$46.1K	0.23%	69
2026 Q1	$823K	Buy	13,446 +70	+0.5%	+$4.38K	0.26%	66
2025 Q4	$754K	Buy	13,376 +159	+1%	+$9.21K	0.23%	72
2025 Q3	$803K	Sell	13,217 -25	-0.2%	-$1.46K	0.24%	74
2025 Q2	$763K	Sell	13,242 -351	-3%	-$19.8K	0.23%	72
2025 Q1	$789K	Buy	13,593 +803	+6%	+$44.4K	0.25%	77
2024 Q4	$683K	Buy	+12,790	New	+$745K	0.21%	78
2024 Q2	$699K	Sell	13,228 -188	-1%	-$10K	0.22%	78
2024 Q1	$726K	Sell	13,416 -49	-0.4%	-$2.65K	0.22%	77
2023 Q4	$773K	Sell	13,465 -1,330	-9%	-$69.8K	0.25%	75
2023 Q3	$739K	Buy	14,795 +2,438	+20%	+$140K	0.26%	71
2023 Q2	$724K	Buy	+12,357	New	+$754K	0.24%	70
2019 Q3	$836K	Buy	+13,598	New	+$954K	0.25%	73

Other funds holding O

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

PFW Advisors's O Position: Q3 2026 in Review

PFW Advisors reduced its Realty Income (O) stake by 0.18% in Q3 2026, selling an estimated $1.42K and leaving 12,684 shares worth $689K. The position accounts for 0.2% of the portfolio, ranked #73.

PFW Advisors first reported a position in O in Q3 2019 and has held it in 14 quarters since. The position peaked at $836K in Q3 2019. 560 funds tracked by Wall St. Rank hold O as of Q3 2026.

PFW Advisors held 12,684 shares of Realty Income worth $689K as of Q3 2026.
PFW Advisors sold 23 Realty Income shares in Q3 2026, an estimated $1.42K.
Realty Income made up 0.2% of PFW Advisors's portfolio in Q3 2026, its #73 holding.
PFW Advisors first reported a position in Realty Income in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Realty Income position peaked at $836K in Q3 2019.
560 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.