PAG
O icon

Powers Advisory Group’s Realty Income O Stock Holding History

Powers Advisory Group’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 		$685K Buy
11,063
+85
+0.8% +$5.3K 0.21% 69
2026
Q1 		$672K Sell
10,978
-287
-3% -$18K 0.24% 62
2025
Q4 		$635K Buy
11,265
+946
+9% +$54.8K 0.24% 61
2025
Q3 		$627K Sell
10,319
-201
-2% -$11.7K 0.25% 62
2025
Q2 		$606K Buy
10,520
+137
+1% +$7.75K 0.27% 58
2025
Q1 		$602K Buy
10,383
+102
+1% +$5.65K 0.29% 58
2024
Q4 		$549K Buy
10,281
+267
+3% +$15.5K 0.27% 57
2024
Q3 		$635K Sell
10,014
-137
-1% -$8.15K 0.32% 52
2024
Q2 		$536K Buy
10,151
+264
+3% +$14.1K 0.29% 55
2024
Q1 		$535K Sell
9,887
-159
-2% -$8.61K 0.31% 53
2023
Q4 		$577K Buy
10,046
+528
+6% +$27.7K 0.36% 49
2023
Q3 		$475K Buy
9,518
+778
+9% +$44.7K 0.32% 54
2023
Q2 		$523K Buy
8,740
+227
+3% +$13.9K 0.35% 53
2023
Q1 		$539K Buy
8,513
+56
+0.7% +$3.63K 0.38% 50
2022
Q4 		$536K Buy
8,457
+119
+1% +$7.39K 0.4% 54
2022
Q3 		$485K Buy
8,338
+130
+2% +$8.96K 0.39% 55
2022
Q2 		$560K Buy
8,208
+148
+2% +$10.2K 0.43% 55
2022
Q1 		$559K Buy
8,060
+200
+3% +$13.6K 0.39% 59
2021
Q4 		$563K Buy
+7,860
New +$540K 0.4% 57

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

Powers Advisory Group's O Position: Q2 2026 in Review

Powers Advisory Group increased its Realty Income (O) stake by 0.77% in Q2 2026, buying an estimated $5.3K and bringing the position to 11,063 shares worth $685K. The position accounts for 0.21% of the portfolio, ranked #69.

Powers Advisory Group first reported a position in O in Q4 2021 and has held it in 19 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Powers Advisory Group held 11,063 shares of Realty Income worth $685K as of Q2 2026.
  • Powers Advisory Group bought 85 Realty Income shares in Q2 2026, an estimated $5.3K.
  • Realty Income made up 0.21% of Powers Advisory Group's portfolio in Q2 2026, its #69 holding.
  • Powers Advisory Group first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.