PS
O icon

Principal Securities’s Realty Income O Stock Holding History

Principal Securities’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 		$1.01M Sell
16,452
-14,870
-47% -$931K 0.01% 727
2025
Q4 		$1.77M Buy
31,322
+2,956
+10% +$171K 0.03% 522
2025
Q3 		$1.72M Buy
28,366
+1,631
+6% +$95K 0.03% 495
2025
Q2 		$1.54M Buy
26,735
+2,147
+9% +$121K 0.03% 488
2025
Q1 		$1.31M Buy
24,588
+24
+0.1% +$1.33K 0.03% 466
2024
Q4 		$1.31M Buy
24,564
+2,340
+11% +$136K 0.03% 465
2024
Q3 		$1.41M Buy
22,224
+702
+3% +$41.8K 0.03% 440
2024
Q2 		$1.14M Buy
21,522
+186
+0.9% +$9.93K 0.03% 448
2024
Q1 		$1.15M Buy
21,336
+4,750
+29% +$257K 0.04% 420
2023
Q4 		$952K Buy
+16,586
New +$871K 0.04% 426

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's O Position: Q1 2026 in Review

Principal Securities reduced its Realty Income (O) stake by 47% in Q1 2026, selling an estimated $931K and leaving 16,452 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #727.

Principal Securities first reported a position in O in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Principal Securities held 16,452 shares of Realty Income worth $1.01M as of Q1 2026.
  • Principal Securities sold 14,870 Realty Income shares in Q1 2026, an estimated $931K.
  • Realty Income made up 0.01% of Principal Securities's portfolio in Q1 2026, its #727 holding.
  • Principal Securities first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Realty Income position peaked at $1.77M in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.