IAG Wealth Partners
O icon

IAG Wealth Partners’s Realty Income O Stock Holding History

IAG Wealth Partners’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
Q3 		$11.8K Hold
218
– – ﹤0.01% 386
2026
Q2 		$13.5K Hold
218
– – ﹤0.01% 356
2026
Q1 		$13.3K Hold
218
– – ﹤0.01% 350
2025
Q4 		$12.3K Hold
218
– – ﹤0.01% 338
2025
Q3 		$13.3K Hold
218
– – ﹤0.01% 352
2025
Q2 		$12.6K Hold
218
– – ﹤0.01% 321
2025
Q1 		$12.6K Hold
218
– – ﹤0.01% 315
2024
Q4 		$11.6K Buy
+218
New +$12.7K ﹤0.01% 326
2022
Q3 		– Sell
-15
Closed -$1K – 464
2022
Q2 		$1K Buy
+15
New +$1.03K ﹤0.01% 415

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IAG Wealth Partners's O Position: Q3 2026 in Review

IAG Wealth Partners held its Realty Income (O) position steady in Q3 2026 at 218 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

IAG Wealth Partners first reported a position in O in Q2 2022 and has held it in 9 quarters since. The position peaked at $13.5K in Q2 2026. 803 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • IAG Wealth Partners held 218 shares of Realty Income worth $11.8K as of Q3 2026.
  • IAG Wealth Partners left its Realty Income share count unchanged in Q3 2026.
  • Realty Income made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #386 holding.
  • IAG Wealth Partners first reported a position in Realty Income in Q2 2022 and has held it in 9 quarters since.
  • IAG Wealth Partners's Realty Income position peaked at $13.5K in Q2 2026.
  • 803 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.