PF
O icon

Prosperitas Financial’s Realty Income O Stock Holding History

Prosperitas Financial’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 		$405K Buy
6,531
+1,039
+19% +$64.8K 0.13% 63
2026
Q1 		$336K Buy
5,492
+839
+18% +$52.5K 0.13% 66
2025
Q4 		$262K Buy
4,653
+51
+1% +$2.95K 0.1% 67
2025
Q3 		$280K Buy
4,602
+228
+5% +$13.3K 0.12% 57
2025
Q2 		$252K Buy
4,374
+238
+6% +$13.5K 0.12% 51
2025
Q1 		$240K Buy
4,136
+190
+5% +$10.5K 0.12% 53
2024
Q4 		$211K Buy
+3,946
New +$230K 0.11% 61

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 $3.38T AUM 44.17% 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

Prosperitas Financial's O Position: Q2 2026 in Review

Prosperitas Financial increased its Realty Income (O) stake by 19% in Q2 2026, buying an estimated $64.8K and bringing the position to 6,531 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #63.

Prosperitas Financial 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.

  • Prosperitas Financial held 6,531 shares of Realty Income worth $405K as of Q2 2026.
  • Prosperitas Financial bought 1,039 Realty Income shares in Q2 2026, an estimated $64.8K.
  • Realty Income made up 0.13% of Prosperitas Financial's portfolio in Q2 2026, its #63 holding.
  • Prosperitas Financial 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 Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.