IFS Advisors’s Realty Income O Stock Holding History

IFS Advisors’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	$9.73K	Hold	159	–	–	0.01%	125
2025 Q4	$8.96K	Hold	159	–	–	﹤0.01%	107
2025 Q3	$9.66K	Hold	159	–	–	0.01%	102
2025 Q2	$9.16K	Hold	159	–	–	0.01%	97
2025 Q1	$9.22K	Hold	159	–	–	0.01%	103
2024 Q4	$8.49K	Hold	159	–	–	0.01%	101
2024 Q3	$10.1K	Hold	159	–	–	0.01%	73
2024 Q2	$8.4K	Hold	159	–	–	0.01%	78
2024 Q1	$8.6K	Hold	159	–	–	0.01%	78
2023 Q4	$9.13K	Hold	159	–	–	0.01%	65
2023 Q3	$7.94K	Hold	159	–	–	0.01%	70
2023 Q2	$9.51K	Hold	159	–	–	0.02%	63
2023 Q1	$10.1K	Hold	159	–	–	0.04%	52
2022 Q4	$10.1K	Hold	159	–	–	0.02%	55
2022 Q3	$9K	Hold	159	–	–	0.02%	50
2022 Q2	$10K	Hold	159	–	–	0.03%	47
2022 Q1	$11K	Hold	159	–	–	0.01%	57
2021 Q4	$11K	Buy	+159	New	+$10.9K	0.01%	66
2021 Q1	–	Sell	-164	Closed	-$9K	–	110
2020 Q4	$9K	Buy	+164	New	+$9.69K	0.01%	108

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 $34.1B AUM 20.22% 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

IFS Advisors's O Position: Q1 2026 in Review

IFS Advisors held its Realty Income (O) position steady in Q1 2026 at 159 shares worth $9.73K. The position accounts for 0.01% of the portfolio, ranked #125.

IFS Advisors first reported a position in O in Q4 2020 and has held it in 19 quarters since. The position peaked at $11K in Q1 2022. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

IFS Advisors held 159 shares of Realty Income worth $9.73K as of Q1 2026.
IFS Advisors left its Realty Income share count unchanged in Q1 2026.
Realty Income made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #125 holding.
IFS Advisors first reported a position in Realty Income in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Realty Income position peaked at $11K in Q1 2022.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.