PA
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
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

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

Pinnacle Associates's O Position: Q2 2026 in Review

Pinnacle Associates increased its Realty Income (O) stake by 6.6% in Q2 2026, buying an estimated $31K and bringing the position to 8,098 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #687.

Pinnacle Associates first reported a position in O in Q1 2016 and has held it in 10 quarters since. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Pinnacle Associates held 8,098 shares of Realty Income worth $502K as of Q2 2026.
  • Pinnacle Associates bought 498 Realty Income shares in Q2 2026, an estimated $31K.
  • Realty Income made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #687 holding.
  • Pinnacle Associates first reported a position in Realty Income in Q1 2016 and has held it in 10 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.