PFS
O icon

Prospera Financial Services’s Realty Income O Stock Holding History

Prospera Financial Services’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 		$961K Buy
15,506
+1,077
+7% +$67.1K 0.01% 793
2026
Q1 		$883K Sell
14,429
-508
-3% -$31.8K 0.01% 766
2025
Q4 		$842K Buy
14,937
+530
+4% +$30.7K 0.01% 744
2025
Q3 		$876K Sell
14,407
-410
-3% -$23.9K 0.01% 724
2025
Q2 		$854K Sell
14,817
-7,831
-35% -$443K 0.02% 712
2025
Q1 		$1.31M Buy
22,648
+1,459
+7% +$80.8K 0.03% 488
2024
Q4 		$1.13M Sell
21,189
-2,974
-12% -$173K 0.03% 504
2024
Q3 		$1.53M Sell
24,163
-864
-3% -$51.4K 0.04% 396
2024
Q2 		$1.32M Sell
25,027
-565
-2% -$30.2K 0.04% 431
2024
Q1 		$1.39M Sell
25,592
-2,964
-10% -$160K 0.04% 417
2023
Q4 		$1.64M Sell
28,556
-1,844
-6% -$96.8K 0.05% 347
2023
Q3 		$1.52M Buy
30,400
+6,842
+29% +$393K 0.06% 324
2023
Q2 		$1.41M Buy
23,558
+243
+1% +$14.8K 0.05% 333
2023
Q1 		$1.48M Buy
23,315
+686
+3% +$44.5K 0.06% 319
2022
Q4 		$1.44M Sell
22,629
-839
-4% -$52.1K 0.07% 285
2022
Q3 		$1.37M Buy
23,468
+2,951
+14% +$203K 0.07% 302
2022
Q2 		$1.4M Buy
20,517
+889
+5% +$61.1K 0.07% 302
2022
Q1 		$1.36M Buy
19,628
+4,349
+28% +$296K 0.06% 353
2021
Q4 		$1.09M Buy
15,279
+4,602
+43% +$316K 0.05% 386
2021
Q3 		$672K Buy
10,677
+1,119
+12% +$75.5K 0.03% 451
2021
Q2 		$618K Buy
9,558
+1,083
+13% +$71.2K 0.03% 475
2021
Q1 		$522K Sell
8,475
-210
-2% -$12.4K 0.03% 478
2020
Q4 		$523K Buy
8,685
+6,526
+302% +$386K 0.04% 414
2020
Q3 		$127K Sell
2,159
-5,191
-71% -$307K 0.05% 352
2020
Q2 		$424K Sell
7,350
-1,417
-16% -$75.5K 0.04% 385
2020
Q1 		$424K Buy
8,767
+25
+0.3% +$1.74K 0.05% 331
2019
Q4 		$624K Buy
8,742
+4,814
+123% +$359K 0.05% 336
2019
Q3 		$292K Sell
3,928
-794
-17% -$55.7K 0.03% 442
2019
Q2 		$317K Buy
4,722
+23
+0.5% +$1.57K 0.04% 390
2019
Q1 		$328K Buy
+4,699
New +$311K 0.11% 235

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

Prospera Financial Services's O Position: Q2 2026 in Review

Prospera Financial Services increased its Realty Income (O) stake by 7.5% in Q2 2026, buying an estimated $67.1K and bringing the position to 15,506 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #793.

Prospera Financial Services first reported a position in O in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.64M in Q4 2023. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Prospera Financial Services held 15,506 shares of Realty Income worth $961K as of Q2 2026.
  • Prospera Financial Services bought 1,077 Realty Income shares in Q2 2026, an estimated $67.1K.
  • Realty Income made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #793 holding.
  • Prospera Financial Services first reported a position in Realty Income in Q1 2019 and has held it in 30 quarters since.
  • Prospera Financial Services's Realty Income position peaked at $1.64M in Q4 2023.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.