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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 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 $552B AUM 44.19% 1-Year Est. Return

Prosperitas Financial's O Position: Q1 2026 in Review

Prosperitas Financial increased its Realty Income (O) stake by 18% in Q1 2026, buying an estimated $52.5K and bringing the position to 5,492 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #66.

Prosperitas Financial first reported a position in O in Q4 2024 and has held it in 6 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Prosperitas Financial held 5,492 shares of Realty Income worth $336K as of Q1 2026.
  • Prosperitas Financial bought 839 Realty Income shares in Q1 2026, an estimated $52.5K.
  • Realty Income made up 0.13% of Prosperitas Financial's portfolio in Q1 2026, its #66 holding.
  • Prosperitas Financial first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.