PRIO WEALTH LIMITED PARTNERSHIP O REALTY INCOME CORP

Ownership history in PRIO WEALTH LIMITED PARTNERSHIP  ·  2 quarters on record

AI Ownership Summary

PRIO WEALTH LIMITED PARTNERSHIP reported REALTY INCOME CORP (O) in 2 quarterly 13F filings from 2024 Q1 through 2024 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows O at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this O ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRIO WEALTH LIMITED PARTNERSHIP's position in REALTY INCOME CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

O was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRIO WEALTH LIMITED PARTNERSHIP held O — position size vs. price
% of Fund (quarterly)    O price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 UNCHANGED 8,931 0% 0.01% $472K 2024-09-10 $57.31
2024 Q1 INITIATED 8,931 0.01% $483K 2024-05-14 $49.13

FAQ About PRIO WEALTH LIMITED PARTNERSHIP and O

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRIO WEALTH LIMITED PARTNERSHIP reported owning O?

PRIO WEALTH LIMITED PARTNERSHIP reported O across 2 quarterly 13F filings, from 2024 Q1 through 2024 Q2.

What was the largest reported O position in PRIO WEALTH LIMITED PARTNERSHIP's portfolio?

The largest reported portfolio weight for O was 0.01% in 2024 Q2.

What is the latest reported O position on this page?

The most recent filing on this page is 2024 Q2, when PRIO WEALTH LIMITED PARTNERSHIP reported 8,931 shares, equal to 0.01% of portfolio, with an estimated market value of $472K.

What does the chart on this O ownership page compare?

The chart compares PRIO WEALTH LIMITED PARTNERSHIP's quarterly O portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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