Prosperity Wealth Management’s Realty Income O Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$224K	Hold	3,975	–	–	0.07%	225
2025 Q3	$242K	Hold	3,975	–	–	0.08%	212
2025 Q2	$229K	Hold	3,975	–	–	0.08%	207
2025 Q1	$231K	Hold	3,975	–	–	0.11%	182
2024 Q4	$212K	Sell	3,975 -44	-1%	-$2.56K	0.09%	190
2024 Q3	$255K	Hold	4,019	–	–	0.1%	155
2024 Q2	$212K	Hold	4,019	–	–	0.1%	161
2024 Q1	$217K	Hold	4,019	–	–	0.1%	138
2023 Q4	$231K	Hold	4,019	–	–	0.15%	110
2023 Q3	$201K	Hold	4,019	–	–	0.13%	124
2023 Q2	$240K	Buy	4,019 +44	+1%	+$2.69K	0.16%	108
2023 Q1	$252K	Hold	3,975	–	–	0.2%	90
2022 Q4	$252K	Buy	+3,975	New	+$247K	0.24%	90

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prosperity Wealth Management's O Position: Q4 2025 in Review

Prosperity Wealth Management held its Realty Income (O) position steady in Q4 2025 at 3,975 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #225.

Prosperity Wealth Management first reported a position in O in Q4 2022 and has held it in 13 quarters since. The position peaked at $255K in Q3 2024. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

Prosperity Wealth Management held 3,975 shares of Realty Income worth $224K as of Q4 2025.
Prosperity Wealth Management left its Realty Income share count unchanged in Q4 2025.
Realty Income made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #225 holding.
Prosperity Wealth Management first reported a position in Realty Income in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's Realty Income position peaked at $255K in Q3 2024.
1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.