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Prime Capital Investment Advisors’s Realty Income O Stock Holding History

Prime Capital Investment 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 		$2.03M Buy
32,807
+2,084
+7% +$130K 0.02% 381
2026
Q1 		$1.88M Buy
30,723
+3,520
+13% +$220K 0.02% 365
2025
Q4 		$1.53M Buy
27,203
+8,511
+46% +$493K 0.02% 399
2025
Q3 		$1.14M Buy
18,692
+3,885
+26% +$226K 0.01% 452
2025
Q2 		$853K Sell
14,807
-4,677
-24% -$264K 0.01% 500
2025
Q1 		$1.13M Buy
19,484
+5,792
+42% +$321K 0.01% 475
2024
Q4 		$731K Sell
13,692
-1,631
-11% -$95K 0.01% 484
2024
Q3 		$972K Buy
15,323
+875
+6% +$52.1K 0.01% 450
2024
Q2 		$763K Sell
14,448
-5,360
-27% -$286K 0.01% 484
2024
Q1 		$1.07M Sell
19,808
-8,290
-30% -$449K 0.02% 454
2023
Q4 		$1.61M Sell
28,098
-1,718
-6% -$90.2K 0.02% 361
2023
Q3 		$1.49M Sell
29,816
-6,424
-18% -$369K 0.03% 288
2023
Q2 		$2.17M Buy
36,240
+12,194
+51% +$744K 0.04% 250
2023
Q1 		$1.52M Buy
24,046
+6,439
+37% +$417K 0.06% 192
2022
Q4 		$1.12M Buy
17,607
+13,505
+329% +$839K 0.04% 231
2022
Q3 		$239K Buy
+4,102
New +$283K 0.01% 348
2022
Q2 		– Sell
-3,687
Closed -$264K – 425
2022
Q1 		$264K Hold
3,687
– – 0.01% 309
2021
Q4 		$264K Buy
+3,687
New +$254K 0.01% 309
2021
Q2 		– Sell
-53
Closed -$3K – 490
2021
Q1 		$3K Buy
53
+7
+15% +$415 ﹤0.01% 440
2020
Q4 		$3K Hold
46
– – ﹤0.01% 433
2020
Q3 		$3K Buy
+46
New +$2.72K ﹤0.01% 432
2020
Q1 		– Sell
-761
Closed -$54K – 577
2019
Q4 		$54K Hold
761
– – 0.01% 302
2019
Q3 		$57K Hold
761
– – 0.01% 289
2019
Q2 		$51K Hold
761
– – 0.01% 243
2019
Q1 		$54K Buy
+761
New +$50.4K 0.02% 191

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Prime Capital Investment Advisors's O Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Realty Income (O) stake by 6.8% in Q2 2026, buying an estimated $130K and bringing the position to 32,807 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #381.

Prime Capital Investment Advisors first reported a position in O in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.17M in Q2 2023. 1,110 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Prime Capital Investment Advisors held 32,807 shares of Realty Income worth $2.03M as of Q2 2026.
  • Prime Capital Investment Advisors bought 2,084 Realty Income shares in Q2 2026, an estimated $130K.
  • Realty Income made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #381 holding.
  • Prime Capital Investment Advisors first reported a position in Realty Income in Q1 2019 and has held it in 25 quarters since.
  • Prime Capital Investment Advisors's Realty Income position peaked at $2.17M in Q2 2023.
  • 1,110 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.