Pinnacle Associates
O icon

Pinnacle Associates’s Realty Income O Stock Holding History

Pinnacle Associates’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 		$429K Sell
7,894
-204
-3% -$12.6K ﹤0.01% 720
2026
Q2 		$502K Buy
8,098
+498
+7% +$31K 0.01% 687
2026
Q1 		$465K Buy
7,600
+630
+9% +$39.4K 0.01% 672
2025
Q4 		$393K Buy
6,970
+332
+5% +$19.2K 0.01% 714
2025
Q3 		$404K Sell
6,638
-42
-0.6% -$2.45K 0.01% 685
2025
Q2 		$385K Sell
6,680
-523
-7% -$29.6K 0.01% 683
2025
Q1 		$418K Buy
7,203
+345
+5% +$19.1K 0.01% 650
2024
Q4 		$366K Buy
+6,858
New +$399K 0.01% 668
2024
Q3 		– Sell
-5,602
Closed -$296K – 834
2024
Q2 		$296K Buy
5,602
+829
+17% +$44.3K ﹤0.01% 690
2024
Q1 		$258K Buy
+4,773
New +$258K ﹤0.01% 736
2016
Q2 		– Sell
-4,118
Closed -$249K – 652
2016
Q1 		$249K Buy
+4,118
New +$229K 0.01% 554

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pinnacle Associates's O Position: Q3 2026 in Review

Pinnacle Associates reduced its Realty Income (O) stake by 2.5% in Q3 2026, selling an estimated $12.6K and leaving 7,894 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Pinnacle Associates first reported a position in O in Q1 2016 and has held it in 11 quarters since. The position peaked at $502K in Q2 2026. 937 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Pinnacle Associates held 7,894 shares of Realty Income worth $429K as of Q3 2026.
  • Pinnacle Associates sold 204 Realty Income shares in Q3 2026, an estimated $12.6K.
  • Realty Income made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #720 holding.
  • Pinnacle Associates first reported a position in Realty Income in Q1 2016 and has held it in 11 quarters since.
  • Pinnacle Associates's Realty Income position peaked at $502K in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.