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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAG Wealth Partners's O Position: Q1 2026 in Review

IAG Wealth Partners held its Realty Income (O) position steady in Q1 2026 at 218 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

IAG Wealth Partners first reported a position in O in Q2 2022 and has held it in 7 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

IAG Wealth Partners held 218 shares of Realty Income worth $13.3K as of Q1 2026.
IAG Wealth Partners left its Realty Income share count unchanged in Q1 2026.
Realty Income made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #350 holding.
IAG Wealth Partners first reported a position in Realty Income in Q2 2022 and has held it in 7 quarters since.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.