Powers Advisory Group
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
Q3 		$564K Sell
10,384
-679
-6% -$41.9K 0.17% 75
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Powers Advisory Group's O Position: Q3 2026 in Review

Powers Advisory Group reduced its Realty Income (O) stake by 6.1% in Q3 2026, selling an estimated $41.9K and leaving 10,384 shares worth $564K. The position accounts for 0.17% of the portfolio, ranked #75.

Powers Advisory Group first reported a position in O in Q4 2021 and has held it in 20 quarters since. The position peaked at $685K in Q2 2026. 301 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Powers Advisory Group held 10,384 shares of Realty Income worth $564K as of Q3 2026.
  • Powers Advisory Group sold 679 Realty Income shares in Q3 2026, an estimated $41.9K.
  • Realty Income made up 0.17% of Powers Advisory Group's portfolio in Q3 2026, its #75 holding.
  • Powers Advisory Group first reported a position in Realty Income in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Realty Income position peaked at $685K in Q2 2026.
  • 301 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.