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 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 $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

Prevail Innovative Wealth Advisors's O Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Realty Income (O) stake by 26% in Q1 2026, buying an estimated $475K and bringing the position to 36,423 shares worth $2.23M. The position accounts for 0.38% of the portfolio, ranked #90.

Prevail Innovative Wealth Advisors first reported a position in O in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.93M in Q4 2023. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Prevail Innovative Wealth Advisors held 36,423 shares of Realty Income worth $2.23M as of Q1 2026.
Prevail Innovative Wealth Advisors bought 7,585 Realty Income shares in Q1 2026, an estimated $475K.
Realty Income made up 0.38% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #90 holding.
Prevail Innovative Wealth Advisors first reported a position in Realty Income in Q3 2023 and has held it in 7 quarters since.
Prevail Innovative Wealth Advisors's Realty Income position peaked at $3.93M in Q4 2023.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.