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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gladstone Institutional Advisory's O Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Realty Income (O) stake by 18% in Q1 2026, buying an estimated $348K and bringing the position to 36,031 shares worth $2.2M. The position accounts for 0.08% of the portfolio, ranked #250.

Gladstone Institutional Advisory first reported a position in O in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.19M in Q1 2023. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Gladstone Institutional Advisory held 36,031 shares of Realty Income worth $2.2M as of Q1 2026.
  • Gladstone Institutional Advisory bought 5,563 Realty Income shares in Q1 2026, an estimated $348K.
  • Realty Income made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #250 holding.
  • Gladstone Institutional Advisory first reported a position in Realty Income in Q4 2021 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's Realty Income position peaked at $4.19M in Q1 2023.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.