AIA
O icon

Allied Investment Advisors’s Realty Income O Stock Holding History

Allied Investment 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 		$13.4M Buy
215,880
+18,148
+9% +$1.13M 1.68% 29
2026
Q1 		$12.1M Buy
197,732
+13,073
+7% +$818K 1.73% 29
2025
Q4 		$10.4M Buy
184,659
+5,847
+3% +$339K 1.61% 31
2025
Q3 		$10.9M Buy
+178,812
New +$10.4M 1.73% 28

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Allied Investment Advisors's O Position: Q2 2026 in Review

Allied Investment Advisors increased its Realty Income (O) stake by 9.2% in Q2 2026, buying an estimated $1.13M and bringing the position to 215,880 shares worth $13.4M. The position accounts for 1.68% of the portfolio, ranked #29.

Allied Investment Advisors first reported a position in O in Q3 2025 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Allied Investment Advisors held 215,880 shares of Realty Income worth $13.4M as of Q2 2026.
  • Allied Investment Advisors bought 18,148 Realty Income shares in Q2 2026, an estimated $1.13M.
  • Realty Income made up 1.68% of Allied Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Allied Investment Advisors first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.