Prosperity Planning’s Realty Income O Stock Holding History

Prosperity Planning’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	$1.78M	Buy	28,772 +4,506	+19%	+$281K	0.41%	44
2026 Q1	$1.48M	Hold	24,266	–	–	0.38%	49
2025 Q4	$1.37M	Hold	24,266	–	–	0.36%	50
2025 Q3	$1.48M	Hold	24,266	–	–	0.4%	47
2025 Q2	$1.4M	Buy	24,266 +4,000	+20%	+$226K	0.4%	46
2025 Q1	$1.18M	Hold	20,266	–	–	0.37%	49
2024 Q4	$1.08M	Hold	20,266	–	–	0.35%	50
2024 Q3	$1.29M	Hold	20,266	–	–	0.41%	47
2024 Q2	$1.07M	Buy	20,266 +4,000	+25%	+$214K	0.37%	46
2024 Q1	$880K	Hold	16,266	–	–	0.3%	52
2023 Q4	$934K	Buy	16,266 +267	+2%	+$14K	0.35%	52
2023 Q3	$799K	Hold	15,999	–	–	0.33%	52
2023 Q2	$957K	Buy	15,999 +4,000	+33%	+$244K	0.39%	49
2023 Q1	$760K	Buy	+11,999	New	+$778K	0.33%	54
2022 Q4	–	Sell	-11,999	Closed	-$698K	–	83
2022 Q3	$698K	Buy	11,999 +4,000	+50%	+$276K	0.36%	50
2022 Q2	$819K	Hold	7,999	–	–	0.42%	45
2022 Q1	$554K	Hold	7,999	–	–	0.27%	54
2021 Q4	$573K	Sell	7,999 -256	-3%	-$17.6K	0.29%	51
2021 Q3	$519K	Buy	8,255 +1,377	+20%	+$93K	0.28%	51
2021 Q2	$445K	Buy	6,878 +2,751	+67%	+$181K	0.28%	53
2021 Q1	$254K	Hold	4,127	–	–	0.18%	67
2020 Q4	$249K	Buy	+4,127	New	+$244K	0.21%	60

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Prosperity Planning's O Position: Q2 2026 in Review

Prosperity Planning increased its Realty Income (O) stake by 19% in Q2 2026, buying an estimated $281K and bringing the position to 28,772 shares worth $1.78M. The position accounts for 0.41% of the portfolio, ranked #44.

Prosperity Planning first reported a position in O in Q4 2020 and has held it in 22 quarters since. 366 funds tracked by Wall St. Rank hold O as of Q2 2026.

Prosperity Planning held 28,772 shares of Realty Income worth $1.78M as of Q2 2026.
Prosperity Planning bought 4,506 Realty Income shares in Q2 2026, an estimated $281K.
Realty Income made up 0.41% of Prosperity Planning's portfolio in Q2 2026, its #44 holding.
Prosperity Planning first reported a position in Realty Income in Q4 2020 and has held it in 22 quarters since.
366 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.