PA
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Associates's O Position: Q1 2026 in Review

Pinnacle Associates increased its Realty Income (O) stake by 9% in Q1 2026, buying an estimated $39.4K and bringing the position to 7,600 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #672.

Pinnacle Associates first reported a position in O in Q1 2016 and has held it in 9 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Pinnacle Associates held 7,600 shares of Realty Income worth $465K as of Q1 2026.
  • Pinnacle Associates bought 630 Realty Income shares in Q1 2026, an estimated $39.4K.
  • Realty Income made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #672 holding.
  • Pinnacle Associates first reported a position in Realty Income in Q1 2016 and has held it in 9 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.