PMA
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
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 $6.73T 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prudent Man Advisors's O Position: Q2 2026 in Review

Prudent Man Advisors opened a new position in Realty Income (O) in Q2 2026: 3,248 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: Prudent Man Advisors previously reported a position in O as recently as Q2 2025.

Prudent Man Advisors first reported a position in O in Q1 2021 and has held it in 18 quarters since. The position peaked at $455K in Q2 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Prudent Man Advisors held 3,248 shares of Realty Income worth $201K as of Q2 2026.
  • Realty Income was a new Prudent Man Advisors position in Q2 2026.
  • Realty Income made up 0.05% of Prudent Man Advisors's portfolio in Q2 2026, its #138 holding.
  • Prudent Man Advisors first reported a position in Realty Income in Q1 2021 and has held it in 18 quarters since.
  • Prudent Man Advisors's Realty Income position peaked at $455K in Q2 2025.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.