PWMG
O icon

Prestige Wealth Management Group’s Realty Income O Stock Holding History

Prestige Wealth Management 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 		$514K Sell
8,288
-5,002
-38% -$312K 0.09% 107
2026
Q1 		$813K Buy
13,290
+12,409
+1,409% +$777K 0.16% 77
2025
Q4 		$49.9K Sell
881
-12,562
-93% -$727K 0.01% 250
2025
Q3 		$817K Buy
13,443
+710
+6% +$41.4K 0.16% 71
2025
Q2 		$734K Sell
12,733
-274
-2% -$15.5K 0.15% 76
2025
Q1 		$755K Buy
13,007
+246
+2% +$13.6K 0.16% 69
2024
Q4 		$682K Buy
12,761
+827
+7% +$48.2K 0.14% 77
2024
Q3 		$757K Buy
11,934
+11,093
+1,319% +$660K 0.16% 74
2024
Q2 		$44.4K Sell
841
-10,015
-92% -$535K 0.01% 234
2024
Q1 		$590K Buy
10,856
+10,832
+45,133% +$587K 0.13% 79
2023
Q4 		$1.39K Sell
24
-101
-81% -$5.3K ﹤0.01% 823
2023
Q3 		$6.28K Sell
125
-130
-51% -$7.47K ﹤0.01% 534
2023
Q2 		$15.3K Sell
255
-1
-0.4% -$61 ﹤0.01% 392
2023
Q1 		$16.3K Hold
256
– – ﹤0.01% 361
2022
Q4 		$16.3K Buy
256
+226
+753% +$14K ﹤0.01% 383
2022
Q3 		$2K Sell
30
-10
-25% -$689 ﹤0.01% 761
2022
Q2 		$3K Hold
40
– – ﹤0.01% 702
2022
Q1 		$3K Buy
40
+10
+33% +$680 ﹤0.01% 725
2021
Q4 		$2K Sell
30
-1
-3% -$69 ﹤0.01% 813
2021
Q3 		$2K Hold
31
– – ﹤0.01% 808
2021
Q2 		$2K Hold
31
– – ﹤0.01% 809
2021
Q1 		$2K Hold
31
– – ﹤0.01% 802
2020
Q4 		$2K Sell
31
-136
-81% -$8.04K ﹤0.01% 770
2020
Q3 		$10K Sell
167
-9
-5% -$532 ﹤0.01% 445
2020
Q2 		$10K Buy
176
+11
+7% +$586 ﹤0.01% 428
2020
Q1 		$8K Buy
+165
New +$11.5K ﹤0.01% 420
2019
Q1 		– Sell
-53
Closed -$3K – 930
2018
Q4 		$3K Buy
+53
New +$3.17K ﹤0.01% 735

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

Prestige Wealth Management Group's O Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Realty Income (O) stake by 38% in Q2 2026, selling an estimated $312K and leaving 8,288 shares worth $514K. The position accounts for 0.09% of the portfolio, ranked #107.

Prestige Wealth Management Group first reported a position in O in Q4 2018 and has held it in 27 quarters since. The position peaked at $817K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Prestige Wealth Management Group held 8,288 shares of Realty Income worth $514K as of Q2 2026.
  • Prestige Wealth Management Group sold 5,002 Realty Income shares in Q2 2026, an estimated $312K.
  • Realty Income made up 0.09% of Prestige Wealth Management Group's portfolio in Q2 2026, its #107 holding.
  • Prestige Wealth Management Group first reported a position in Realty Income in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Realty Income position peaked at $817K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.