Principia Wealth Advisory’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Principia Wealth Advisory's O Position: Q2 2026 in Review
Principia Wealth Advisory increased its Realty Income (O) stake by 2.4% in Q2 2026, buying an estimated $125 and bringing the position to 85 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #358.
Principia Wealth Advisory first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Principia Wealth Advisory held 85 shares of Realty Income worth $5.27K as of Q2 2026.
- Principia Wealth Advisory bought 2 Realty Income shares in Q2 2026, an estimated $125.
- Realty Income made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #358 holding.
- Principia Wealth Advisory first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
- 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.