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 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 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

Powers Advisory Group's O Position: Q1 2026 in Review

Powers Advisory Group reduced its Realty Income (O) stake by 2.5% in Q1 2026, selling an estimated $18K and leaving 10,978 shares worth $672K. The position accounts for 0.24% of the portfolio, ranked #62.

Powers Advisory Group first reported a position in O in Q4 2021 and has held it in 18 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Powers Advisory Group held 10,978 shares of Realty Income worth $672K as of Q1 2026.
Powers Advisory Group sold 287 Realty Income shares in Q1 2026, an estimated $18K.
Realty Income made up 0.24% of Powers Advisory Group's portfolio in Q1 2026, its #62 holding.
Powers Advisory Group first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.