Prevail Innovative Wealth Advisors’s Realty Income O Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-36,423	Closed	-$2.23M	–	233
2026 Q1	$2.23M	Buy	36,423 +7,585	+26%	+$475K	0.38%	90
2025 Q4	$1.63M	Buy	28,838 +3,150	+12%	+$182K	0.29%	121
2025 Q3	$1.56M	Buy	25,688 +10,637	+71%	+$620K	0.3%	125
2025 Q2	$867K	Buy	15,051 +2,967	+25%	+$168K	0.19%	142
2025 Q1	$701K	Buy	+12,084	New	+$669K	0.19%	131
2024 Q1	–	Sell	-68,529	Closed	-$3.93M	–	179
2023 Q4	$3.93M	Buy	68,529 +2,005	+3%	+$105K	1.88%	6
2023 Q3	$3.32M	Buy	+66,524	New	+$3.83M	1.72%	15

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prevail Innovative Wealth Advisors's O Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of Realty Income (O) in Q2 2026, closing a stake of 36,423 shares — an estimated $2.23M sold.

Prevail Innovative Wealth Advisors first reported a position in O in Q3 2023 and held it in 7 quarters. The position peaked at $3.93M in Q4 2023. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 36,423 Realty Income shares in Q2 2026, an estimated $2.23M.
Prevail Innovative Wealth Advisors first reported a position in Realty Income in Q3 2023 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's Realty Income position peaked at $3.93M in Q4 2023.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.