PWP
O icon

Principle Wealth Partners’s Realty Income O Stock Holding History

Principle Wealth Partners’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 		$580K Sell
9,478
-403
-4% -$25.2K 0.03% 226
2025
Q4 		$557K Hold
9,881
– – 0.03% 229
2025
Q3 		$601K Hold
9,881
– – 0.03% 212
2025
Q2 		$569K Buy
9,881
+36
+0.4% +$2.04K 0.04% 223
2025
Q1 		$571K Buy
9,845
+4,471
+83% +$247K 0.04% 211
2024
Q4 		$287K Sell
5,374
-1
-0% -$58 0.02% 293
2024
Q3 		$341K Hold
5,375
– – 0.02% 267
2024
Q2 		$284K Hold
5,375
– – 0.02% 282
2024
Q1 		$291K Buy
+5,375
New +$291K 0.02% 285
2023
Q2 		– Sell
-3,301
Closed -$209K – 328
2023
Q1 		$209K Hold
3,301
– – 0.02% 305
2022
Q4 		$209K Sell
3,301
-250
-7% -$15.5K 0.02% 300
2022
Q3 		$207 Hold
3,551
– – 0.02% 284
2022
Q2 		$242K Sell
3,551
-156
-4% -$10.7K 0.03% 275
2022
Q1 		$257K Sell
3,707
-298
-7% -$20.3K 0.03% 282
2021
Q4 		$287K Sell
4,005
-127
-3% -$8.73K 0.03% 268
2021
Q3 		$260K Buy
4,132
+2
+0% +$135 0.03% 268
2021
Q2 		$267K Buy
4,130
+53
+1% +$3.48K 0.03% 271
2021
Q1 		$251K Buy
4,077
+206
+5% +$12.2K 0.03% 259
2020
Q4 		$233K Buy
+3,871
New +$229K 0.03% 253
2020
Q3 		– Sell
-3,354
Closed -$193K – 338
2020
Q2 		$193K Buy
+3,354
New +$179K 0.06% 151
2020
Q1 		– Sell
-3,891
Closed -$278K – 157
2019
Q4 		$278K Hold
3,891
– – 0.09% 136
2019
Q3 		$289K Buy
+3,891
New +$273K 0.1% 126

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

Principle Wealth Partners's O Position: Q1 2026 in Review

Principle Wealth Partners reduced its Realty Income (O) stake by 4.1% in Q1 2026, selling an estimated $25.2K and leaving 9,478 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #226.

Principle Wealth Partners first reported a position in O in Q3 2019 and has held it in 22 quarters since. The position peaked at $601K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Principle Wealth Partners held 9,478 shares of Realty Income worth $580K as of Q1 2026.
  • Principle Wealth Partners sold 403 Realty Income shares in Q1 2026, an estimated $25.2K.
  • Realty Income made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #226 holding.
  • Principle Wealth Partners first reported a position in Realty Income in Q3 2019 and has held it in 22 quarters since.
  • Principle Wealth Partners's Realty Income position peaked at $601K in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.