IAA
O icon

Independent Advisor Alliance’s Realty Income O Stock Holding History

Independent Advisor Alliance’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 		$1.13M Buy
18,233
+1,220
+7% +$76.1K 0.03% 427
2026
Q1 		$1.04M Sell
17,013
-2,000
-11% -$125K 0.01% 815
2025
Q4 		$1.07M Sell
19,013
-339
-2% -$19.6K 0.03% 454
2025
Q3 		$1.18M Buy
19,352
+1,294
+7% +$75.4K 0.03% 414
2025
Q2 		$1.04M Sell
18,058
-1,876
-9% -$106K 0.03% 416
2025
Q1 		$1.16M Sell
19,934
-4,200
-17% -$232K 0.04% 348
2024
Q4 		$1.29M Buy
24,134
+2,176
+10% +$127K 0.02% 644
2024
Q3 		$1.39M Buy
21,958
+1,571
+8% +$93.5K 0.05% 274
2024
Q2 		$1.08M Buy
20,387
+1,142
+6% +$61K 0.04% 311
2024
Q1 		$1.04M Sell
19,245
-1,134
-6% -$61.4K 0.04% 314
2023
Q4 		$1.17M Sell
20,379
-3,593
-15% -$189K 0.04% 281
2023
Q3 		$1.2M Sell
23,972
-711
-3% -$40.9K 0.05% 268
2023
Q2 		$1.48M Sell
24,683
-1,914
-7% -$117K 0.07% 251
2023
Q1 		$1.68M Sell
26,597
-14,471
-35% -$938K 0.08% 216
2022
Q4 		$2.6K Sell
41,068
-1,663
-4% -$103K ﹤0.01% 228
2022
Q3 		$2.49M Buy
42,731
+10,149
+31% +$700K 0.15% 135
2022
Q2 		$2.22M Buy
32,582
+3,014
+10% +$207K 0.12% 150
2022
Q1 		$2.05M Buy
29,568
+16,423
+125% +$1.12M 0.1% 181
2021
Q4 		$941K Buy
13,145
+3,336
+34% +$229K 0.05% 288
2021
Q3 		$617K Buy
9,809
+230
+2% +$15.5K 0.03% 332
2021
Q2 		$619K Buy
9,579
+636
+7% +$41.8K 0.03% 347
2021
Q1 		$550K Buy
8,943
+4
+0% +$237 0.03% 350
2020
Q4 		$539K Buy
8,939
+156
+2% +$9.22K 0.04% 329
2020
Q3 		$517K Sell
8,783
-301
-3% -$17.8K 0.04% 289
2020
Q2 		$524K Sell
9,084
-288
-3% -$15.3K 0.06% 262
2020
Q1 		$453K Sell
9,372
-1,016
-10% -$70.8K 0.07% 225
2019
Q4 		$741K Buy
10,388
+1,138
+12% +$84.8K 0.03% 441
2019
Q3 		$687K Sell
9,250
-10,099
-52% -$708K 0.08% 204
2019
Q2 		$1.29M Sell
19,349
-159
-0.8% -$10.9K 0.19% 111
2019
Q1 		$1.39M Buy
+19,508
New +$1.29M 0.2% 111

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

Independent Advisor Alliance's O Position: Q2 2026 in Review

Independent Advisor Alliance increased its Realty Income (O) stake by 7.2% in Q2 2026, buying an estimated $76.1K and bringing the position to 18,233 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #427.

Independent Advisor Alliance first reported a position in O in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.49M in Q3 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Independent Advisor Alliance held 18,233 shares of Realty Income worth $1.13M as of Q2 2026.
  • Independent Advisor Alliance bought 1,220 Realty Income shares in Q2 2026, an estimated $76.1K.
  • Realty Income made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #427 holding.
  • Independent Advisor Alliance first reported a position in Realty Income in Q1 2019 and has held it in 30 quarters since.
  • Independent Advisor Alliance's Realty Income position peaked at $2.49M in Q3 2022.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.