GIA
O icon

Gladstone Institutional Advisory’s Realty Income O Stock Holding History

Gladstone Institutional Advisory’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 		$2.44M Buy
39,395
+3,364
+9% +$210K 0.08% 257
2026
Q1 		$2.2M Buy
36,031
+5,563
+18% +$348K 0.08% 250
2025
Q4 		$1.72M Sell
30,468
-4,143
-12% -$240K 0.06% 270
2025
Q3 		$2.1M Buy
34,611
+2,152
+7% +$125K 0.08% 236
2025
Q2 		$1.87M Sell
32,459
-2,314
-7% -$131K 0.08% 248
2025
Q1 		$2.02M Sell
34,773
-1,340
-4% -$74.2K 0.09% 227
2024
Q4 		$1.93M Sell
36,113
-7,157
-17% -$417K 0.09% 227
2024
Q3 		$2.74M Sell
43,270
-28,986
-40% -$1.72M 0.13% 178
2024
Q2 		$3.82M Buy
72,256
+1,594
+2% +$85.1K 0.2% 138
2024
Q1 		$3.82M Buy
70,662
+11,136
+19% +$603K 0.21% 133
2023
Q4 		$3.42M Buy
59,526
+585
+1% +$30.7K 0.19% 137
2023
Q3 		$2.94M Sell
58,941
-6,943
-11% -$399K 0.19% 137
2023
Q2 		$3.94M Sell
65,884
-307
-0.5% -$18.7K 0.24% 111
2023
Q1 		$4.19M Buy
66,191
+19,554
+42% +$1.27M 0.27% 102
2022
Q4 		$2.96M Buy
46,637
+19,849
+74% +$1.23M 0.21% 142
2022
Q3 		$1.56M Sell
26,788
-22,515
-46% -$1.55M 0.12% 205
2022
Q2 		$3.37M Buy
49,303
+3,715
+8% +$255K 0.27% 91
2022
Q1 		$3.16M Buy
45,588
+33,175
+267% +$2.26M 0.21% 120
2021
Q4 		$889K Buy
+12,413
New +$854K 0.07% 279

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

Gladstone Institutional Advisory's O Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Realty Income (O) stake by 9.3% in Q2 2026, buying an estimated $210K and bringing the position to 39,395 shares worth $2.44M. The position accounts for 0.08% of the portfolio, ranked #257.

Gladstone Institutional Advisory first reported a position in O in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.19M in Q1 2023. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Gladstone Institutional Advisory held 39,395 shares of Realty Income worth $2.44M as of Q2 2026.
  • Gladstone Institutional Advisory bought 3,364 Realty Income shares in Q2 2026, an estimated $210K.
  • Realty Income made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #257 holding.
  • Gladstone Institutional Advisory first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Realty Income position peaked at $4.19M in Q1 2023.
  • 1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.