Prudent Man Advisors
O icon

Prudent Man Advisors’s Realty Income O Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-3,248
Closed -$201K – 147
2026
Q2 		$201K Buy
+3,248
New +$202K 0.05% 138
2025
Q3 		– Sell
-7,898
Closed -$455K – 169
2025
Q2 		$455K Buy
7,898
+90
+1% +$5.09K 0.14% 125
2025
Q1 		$453K Hold
7,808
– – 0.16% 126
2024
Q4 		$417K Buy
7,808
+1,597
+26% +$93K 0.15% 125
2024
Q3 		$394K Hold
6,211
– – 0.13% 129
2024
Q2 		$328K Buy
6,211
+326
+6% +$17.4K 0.12% 130
2024
Q1 		$318K Sell
5,885
-419
-7% -$22.7K 0.12% 132
2023
Q4 		$362K Sell
6,304
-64
-1% -$3.36K 0.14% 135
2023
Q3 		$318K Hold
6,368
– – 0.13% 136
2023
Q2 		$381K Buy
6,368
+19
+0.3% +$1.16K 0.14% 128
2023
Q1 		$402K Hold
6,349
– – 0.16% 125
2022
Q4 		$403K Buy
6,349
+737
+13% +$45.8K 0.16% 125
2022
Q3 		$327K Buy
5,612
+2,181
+64% +$150K 0.15% 121
2022
Q2 		$234K Hold
3,431
– – 0.11% 134
2022
Q1 		$238K Buy
+3,431
New +$233K 0.1% 151
2021
Q4 		– Sell
-3,465
Closed -$218K – 201
2021
Q3 		$218K Hold
3,465
– – 0.08% 187
2021
Q2 		$224K Hold
3,465
– – 0.09% 190
2021
Q1 		$213K Buy
+3,465
New +$205K 0.09% 185

Other funds holding O

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prudent Man Advisors's O Position: Q3 2026 in Review

Prudent Man Advisors sold out of Realty Income (O) in Q3 2026, closing a stake of 3,248 shares — an estimated $201K sold.

Prudent Man Advisors first reported a position in O in Q1 2021 and held it in 18 quarters. The position peaked at $455K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Prudent Man Advisors reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
  • Prudent Man Advisors sold 3,248 Realty Income shares in Q3 2026, an estimated $201K.
  • Prudent Man Advisors first reported a position in Realty Income in Q1 2021 and held it in 18 quarters.
  • Prudent Man Advisors's Realty Income position peaked at $455K in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.