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
Q2 		$1.03M Buy
16,602
+150
+0.9% +$9.35K 0.01% 773
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Securities's O Position: Q2 2026 in Review

Principal Securities increased its Realty Income (O) stake by 0.91% in Q2 2026, buying an estimated $9.35K and bringing the position to 16,602 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #773.

Principal Securities first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q4 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Principal Securities held 16,602 shares of Realty Income worth $1.03M as of Q2 2026.
  • Principal Securities bought 150 Realty Income shares in Q2 2026, an estimated $9.35K.
  • Realty Income made up 0.01% of Principal Securities's portfolio in Q2 2026, its #773 holding.
  • Principal Securities first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Realty Income position peaked at $1.77M in Q4 2025.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.