PCG
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Prosperity Consulting Group’s Realty Income O Stock Holding History

Prosperity Consulting Group’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 		$1.98M Buy
31,914
+3,510
+12% +$219K 0.07% 174
2026
Q1 		$1.74M Sell
28,404
-2,400
-8% -$150K 0.08% 169
2025
Q4 		$1.74M Buy
30,804
+302
+1% +$17.5K 0.08% 176
2025
Q3 		$1.85M Sell
30,502
-1,680
-5% -$97.9K 0.09% 174
2025
Q2 		$1.85M Sell
32,182
-1,316
-4% -$74.4K 0.14% 150
2025
Q1 		$1.94M Sell
33,498
-2,865
-8% -$159K 0.15% 146
2024
Q4 		$1.94M Sell
36,363
-2,669
-7% -$155K 0.15% 151
2024
Q3 		$2.48M Sell
39,032
-1,503
-4% -$89.4K 0.19% 124
2024
Q2 		$2.14M Sell
40,535
-20,925
-34% -$1.12M 0.29% 94
2024
Q1 		$3.32M Buy
+61,460
New +$3.33M 0.42% 75

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Prosperity Consulting Group's O Position: Q2 2026 in Review

Prosperity Consulting Group increased its Realty Income (O) stake by 12% in Q2 2026, buying an estimated $219K and bringing the position to 31,914 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #174.

Prosperity Consulting Group first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.32M in Q1 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Prosperity Consulting Group held 31,914 shares of Realty Income worth $1.98M as of Q2 2026.
  • Prosperity Consulting Group bought 3,510 Realty Income shares in Q2 2026, an estimated $219K.
  • Realty Income made up 0.07% of Prosperity Consulting Group's portfolio in Q2 2026, its #174 holding.
  • Prosperity Consulting Group first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • Prosperity Consulting Group's Realty Income position peaked at $3.32M in Q1 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.