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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFW Advisors's O Position: Q2 2026 in Review

PFW Advisors reduced its Realty Income (O) stake by 5.5% in Q2 2026, selling an estimated $46.1K and leaving 12,707 shares worth $787K. The position accounts for 0.23% of the portfolio, ranked #69.

PFW Advisors first reported a position in O in Q3 2019 and has held it in 13 quarters since. The position peaked at $836K in Q3 2019. 276 funds tracked by Wall St. Rank hold O as of Q2 2026.

PFW Advisors held 12,707 shares of Realty Income worth $787K as of Q2 2026.
PFW Advisors sold 739 Realty Income shares in Q2 2026, an estimated $46.1K.
Realty Income made up 0.23% of PFW Advisors's portfolio in Q2 2026, its #69 holding.
PFW Advisors first reported a position in Realty Income in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Realty Income position peaked at $836K in Q3 2019.
276 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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