Pinnacle Wealth Planning Services’s Realty Income O Stock Holding History

Pinnacle Wealth Planning Services’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	$219K	Sell	3,581 -918	-20%	-$57.5K	0.02%	446
2025 Q4	$254K	Sell	4,499 -602	-12%	-$34.9K	0.03%	383
2025 Q3	$310K	Buy	5,101 +1,147	+29%	+$66.8K	0.04%	307
2025 Q2	$228K	Buy	3,954 +245	+7%	+$13.9K	0.03%	384
2025 Q1	$215K	Buy	+3,709	New	+$205K	0.03%	344
2022 Q4	–	Sell	-4,066	Closed	-$237K	–	481
2022 Q3	$237K	Sell	4,066 -20	-0.5%	-$1.38K	0.04%	289
2022 Q2	$279K	Buy	4,086 +442	+12%	+$30.4K	0.05%	262
2022 Q1	$253K	Buy	+3,644	New	+$248K	0.05%	312
2021 Q1	–	Sell	-664	Closed	-$40K	–	1427
2020 Q4	$40K	Buy	+664	New	+$39.2K	0.01%	895

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's O Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Realty Income (O) stake by 20% in Q1 2026, selling an estimated $57.5K and leaving 3,581 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #446.

Pinnacle Wealth Planning Services first reported a position in O in Q4 2020 and has held it in 9 quarters since. The position peaked at $310K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Pinnacle Wealth Planning Services held 3,581 shares of Realty Income worth $219K as of Q1 2026.
Pinnacle Wealth Planning Services sold 918 Realty Income shares in Q1 2026, an estimated $57.5K.
Realty Income made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #446 holding.
Pinnacle Wealth Planning Services first reported a position in Realty Income in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Realty Income position peaked at $310K in Q3 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.