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 Q3	$8.63K	Hold	159	–	–	﹤0.01%	323
2026 Q2	$9.9K	Hold	159	–	–	﹤0.01%	125
2026 Q1	$9.7K	Hold	159	–	–	0.01%	125
2025 Q4	$8.96K	Hold	159	–	–	﹤0.01%	107
2025 Q3	$9.7K	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	$9.5K	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	+$9.7K	0.01%	108

Other funds holding O

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

IFS Advisors's O Position: Q3 2026 in Review

IFS Advisors held its Realty Income (O) position steady in Q3 2026 at 159 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

IFS Advisors first reported a position in O in Q4 2020 and has held it in 21 quarters since. The position peaked at $11K in Q1 2022. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

IFS Advisors held 159 shares of Realty Income worth $8.63K as of Q3 2026.
IFS Advisors left its Realty Income share count unchanged in Q3 2026.
Realty Income made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #323 holding.
IFS Advisors first reported a position in Realty Income in Q4 2020 and has held it in 21 quarters since.
IFS Advisors's Realty Income position peaked at $11K in Q1 2022.
375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.