IFS Group’s Realty Income O Stock Holding History

IFS Group’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
2025 Q3	$244K	Buy	+4,041	New	+$235K	0.22%	120

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IFS Group's O Position: Q3 2025 in Review

IFS Group opened a new position in Realty Income (O) in Q3 2025: 4,041 shares worth $244K. The stake represents 0.22% of the portfolio and ranks #120 among its holdings.

1,340 funds tracked by Wall St. Rank hold O as of Q3 2025.

IFS Group held 4,041 shares of Realty Income worth $244K as of Q3 2025.
Realty Income was a new IFS Group position in Q3 2025.
Realty Income made up 0.22% of IFS Group's portfolio in Q3 2025, its #120 holding.
1,340 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on IFS Group's 13F filing for Q3 2025, filed 10 Nov 2025.