Principia Wealth Advisory’s Realty Income O Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$4.17K	Buy	74 +6	+9%	+$347	﹤0.01%	309
2025 Q3	$4.13K	Buy	68 +1	+1%	+$58	﹤0.01%	301
2025 Q2	$3.86K	Buy	67 +7	+12%	+$396	﹤0.01%	271
2025 Q1	$3.24K	Buy	60 +37	+161%	+$2.05K	﹤0.01%	232
2024 Q4	$1.23K	Buy	+23	New	+$1.34K	﹤0.01%	323

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Principia Wealth Advisory's O Position: Q4 2025 in Review

Principia Wealth Advisory increased its Realty Income (O) stake by 8.8% in Q4 2025, buying an estimated $347 and bringing the position to 74 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Principia Wealth Advisory first reported a position in O in Q4 2024 and has held it in 5 quarters since. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

Principia Wealth Advisory held 74 shares of Realty Income worth $4.17K as of Q4 2025.
Principia Wealth Advisory bought 6 Realty Income shares in Q4 2025, an estimated $347.
Realty Income made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #309 holding.
Principia Wealth Advisory first reported a position in Realty Income in Q4 2024 and has held it in 5 quarters since.
1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.