IWP
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
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

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

IAG Wealth Partners's O Position: Q2 2026 in Review

IAG Wealth Partners held its Realty Income (O) position steady in Q2 2026 at 218 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

IAG Wealth Partners first reported a position in O in Q2 2022 and has held it in 8 quarters since. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • IAG Wealth Partners held 218 shares of Realty Income worth $13.5K as of Q2 2026.
  • IAG Wealth Partners left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #356 holding.
  • IAG Wealth Partners first reported a position in Realty Income in Q2 2022 and has held it in 8 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.