Principal Financial Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.2M | Sell |
1,149,227
-710,748
| -38% | -$44.3M | 0.04% | 402 |
|
|
2026
Q1 | $114M | Sell |
1,859,975
-83,539
| -4% | -$5.23M | 0.06% | 257 |
|
|
2025
Q4 | $110M | Sell |
1,943,514
-182,448
| -9% | -$10.6M | 0.06% | 258 |
|
|
2025
Q3 | $129M | Sell |
2,125,962
-42,913
| -2% | -$2.5M | 0.07% | 244 |
|
|
2025
Q2 | $125M | Sell |
2,168,875
-1,135
| -0.1% | -$64.2K | 0.07% | 243 |
|
|
2025
Q1 | $126M | Sell |
2,170,010
-38,518
| -2% | -$2.13M | 0.07% | 228 |
|
|
2024
Q4 | $118M | Buy |
2,208,528
+17,789
| +0.8% | +$1.04M | 0.06% | 245 |
|
|
2024
Q3 | $139M | Buy |
2,190,739
+74,185
| +4% | +$4.41M | 0.08% | 230 |
|
|
2024
Q2 | $112M | Sell |
2,116,554
-81,980
| -4% | -$4.38M | 0.07% | 237 |
|
|
2024
Q1 | $119M | Sell |
2,198,534
-2,752,486
| -56% | -$149M | 0.07% | 241 |
|
|
2023
Q4 | $284M | Buy |
4,951,020
+2,560,597
| +107% | +$134M | 0.18% | 124 |
|
|
2023
Q3 | $119M | Sell |
2,390,423
-4,416
| -0.2% | -$254K | 0.09% | 203 |
|
|
2023
Q2 | $143M | Sell |
2,394,839
-43,552
| -2% | -$2.66M | 0.1% | 189 |
|
|
2023
Q1 | $154M | Buy |
2,438,391
+20,360
| +0.8% | +$1.32M | 0.11% | 181 |
|
|
2022
Q4 | $153M | Sell |
2,418,031
-98,939
| -4% | -$6.14M | 0.12% | 184 |
|
|
2022
Q3 | $146M | Buy |
2,516,970
+982
| +0% | +$67.7K | 0.12% | 184 |
|
|
2022
Q2 | $172M | Buy |
2,515,988
+93,197
| +4% | +$6.4M | 0.13% | 173 |
|
|
2022
Q1 | $168M | Buy |
2,422,791
+19,040
| +0.8% | +$1.29M | 0.11% | 200 |
|
|
2021
Q4 | $172M | Buy |
2,403,751
+121,751
| +5% | +$8.37M | 0.1% | 196 |
|
|
2021
Q3 | $143M | Buy |
2,282,000
+26,520
| +1% | +$1.79M | 0.09% | 209 |
|
|
2021
Q2 | $146M | Sell |
2,255,480
-167,703
| -7% | -$11M | 0.09% | 207 |
|
|
2021
Q1 | $149M | Buy |
2,423,183
+338,717
| +16% | +$20.1M | 0.1% | 199 |
|
|
2020
Q4 | $126M | Sell |
2,084,466
-166,366
| -7% | -$9.83M | 0.09% | 216 |
|
|
2020
Q3 | $132M | Sell |
2,250,832
-25,796
| -1% | -$1.53M | 0.11% | 189 |
|
|
2020
Q2 | $131M | Buy |
2,276,628
+59,251
| +3% | +$3.16M | 0.12% | 192 |
|
|
2020
Q1 | $107M | Buy |
2,217,377
+65,402
| +3% | +$4.55M | 0.12% | 194 |
|
|
2019
Q4 | $154M | Buy |
2,151,975
+482,014
| +29% | +$35.9M | 0.13% | 203 |
|
|
2019
Q3 | $124M | Buy |
1,669,961
+1,144,266
| +218% | +$80.2M | 0.11% | 216 |
|
|
2019
Q2 | $35.1M | Buy |
525,695
+10,288
| +2% | +$703K | 0.03% | 488 |
|
|
2019
Q1 | $36.7M | Buy |
515,407
+9,044
| +2% | +$599K | 0.03% | 474 |
|
|
2018
Q4 | $30.9M | Sell |
506,363
-1,300,433
| -72% | -$77.7M | 0.03% | 505 |
|
|
2018
Q3 | $99.6M | Buy |
1,806,796
+1,373,154
| +317% | +$75.6M | 0.09% | 260 |
|
|
2018
Q2 | $22.6M | Sell |
433,642
-15,465
| -3% | -$784K | 0.02% | 749 |
|
|
2018
Q1 | $22.5M | Sell |
449,107
-355,467
| -44% | -$17.7M | 0.02% | 720 |
|
|
2017
Q4 | $44.5M | Sell |
804,574
-1,872
| -0.2% | -$102K | 0.04% | 450 |
|
|
2017
Q3 | $44.7M | Sell |
806,446
-8,987
| -1% | -$499K | 0.04% | 437 |
|
|
2017
Q2 | $43.6M | Buy |
815,433
+392,551
| +93% | +$21.7M | 0.04% | 448 |
|
|
2017
Q1 | $24.4M | Sell |
422,882
-228,943
| -35% | -$13.3M | 0.03% | 602 |
|
|
2016
Q4 | $36.3M | Sell |
651,825
-273,885
| -30% | -$15.4M | 0.05% | 412 |
|
|
2016
Q3 | $60M | Buy |
925,710
+519,814
| +128% | +$34.3M | 0.08% | 258 |
|
|
2016
Q2 | $27.3M | Buy |
405,896
+11,680
| +3% | +$709K | 0.04% | 474 |
|
|
2016
Q1 | $23.9M | Buy |
394,216
+5,909
| +2% | +$329K | 0.03% | 502 |
|
|
2015
Q4 | $19.4M | Buy |
388,307
+34,599
| +10% | +$1.65M | 0.03% | 579 |
|
|
2015
Q3 | $16.2M | Buy |
353,708
+9,091
| +3% | +$410K | 0.03% | 639 |
|
|
2015
Q2 | $14.8M | Sell |
344,617
-331,475
| -49% | -$15.2M | 0.02% | 727 |
|
|
2015
Q1 | $33.8M | Buy |
676,092
+35,322
| +6% | +$1.77M | 0.05% | 365 |
|
|
2014
Q4 | $29.6M | Buy |
640,770
+14,679
| +2% | +$650K | 0.05% | 393 |
|
|
2014
Q3 | $24.7M | Buy |
626,091
+30,282
| +5% | +$1.29M | 0.04% | 425 |
|
|
2014
Q2 | $25.6M | Buy |
595,809
+14,335
| +2% | +$599K | 0.04% | 418 |
|
|
2014
Q1 | $23M | Sell |
581,474
-53,591
| -8% | -$2.13M | 0.04% | 446 |
|
|
2013
Q4 | $23M | Buy |
635,065
+142,161
| +29% | +$5.46M | 0.04% | 446 |
|
|
2013
Q3 | $19M | Buy |
492,904
+1,955
| +0.4% | +$79.3K | 0.04% | 474 |
|
|
2013
Q2 | $19.9M | Buy |
+490,949
| New | +$22.7M | 0.04% | 447 |
|
Other funds holding O
CIM
Principal Financial Group's O Position: Q2 2026 in Review
Principal Financial Group reduced its Realty Income (O) stake by 38% in Q2 2026, selling an estimated $44.3M and leaving 1,149,227 shares worth $71.2M. The position accounts for 0.04% of the portfolio, ranked #402.
Principal Financial Group first reported a position in O in Q2 2013 and has held it in 53 quarters since. The position peaked at $284M in Q4 2023. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Principal Financial Group held 1,149,227 shares of Realty Income worth $71.2M as of Q2 2026.
- Principal Financial Group sold 710,748 Realty Income shares in Q2 2026, an estimated $44.3M.
- Realty Income made up 0.04% of Principal Financial Group's portfolio in Q2 2026, its #402 holding.
- Principal Financial Group first reported a position in Realty Income in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Realty Income position peaked at $284M in Q4 2023.
- 881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.