IFG
O icon

Independent Financial Group’s Realty Income O Stock Holding History

Independent Financial 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
2026
Q2 		$3.76M Buy
60,608
+4,887
+9% +$305K 0.07% 280
2026
Q1 		$3.41M Buy
55,721
+7,866
+16% +$492K 0.08% 262
2025
Q4 		$2.7M Buy
47,855
+6,675
+16% +$386K 0.06% 310
2025
Q3 		$2.5M Buy
41,180
+1,744
+4% +$102K 0.06% 317
2025
Q2 		$2.27M Buy
39,436
+6,567
+20% +$371K 0.06% 307
2025
Q1 		$1.91M Buy
32,869
+3,146
+11% +$174K 0.07% 296
2024
Q4 		$1.59M Sell
29,723
-2,308
-7% -$134K 0.05% 349
2024
Q3 		$2.03M Buy
32,031
+5,745
+22% +$342K 0.07% 262
2024
Q2 		$1.39M Buy
26,286
+10,136
+63% +$541K 0.06% 318
2024
Q1 		$874K Buy
16,150
+1,082
+7% +$58.6K 0.04% 413
2023
Q4 		$865K Sell
15,068
-289
-2% -$15.2K 0.05% 400
2023
Q3 		$767K Buy
15,357
+47
+0.3% +$2.7K 0.05% 388
2023
Q2 		$915K Sell
15,310
-594
-4% -$36.3K 0.06% 330
2023
Q1 		$1.01M Buy
15,904
+575
+4% +$37.3K 0.08% 280
2022
Q4 		$972K Sell
15,329
-3,888
-20% -$241K 0.08% 242
2022
Q3 		$1.12M Buy
19,217
+569
+3% +$39.2K 0.1% 201
2022
Q2 		$1.27M Buy
18,648
+3,092
+20% +$212K 0.14% 172
2022
Q1 		$1.08M Buy
15,556
+2,045
+15% +$139K 0.09% 233
2021
Q4 		$967K Buy
13,511
+1,190
+10% +$81.8K 0.08% 260
2021
Q3 		$774K Buy
12,321
+3,795
+45% +$256K 0.08% 276
2021
Q2 		$551K Buy
8,526
+283
+3% +$18.6K 0.06% 339
2021
Q1 		$507K Buy
8,243
+1,708
+26% +$101K 0.07% 330
2020
Q4 		$394K Buy
6,535
+849
+15% +$50.2K 0.06% 358
2020
Q3 		$335K Sell
5,686
-1,526
-21% -$90.2K 0.06% 329
2020
Q2 		$416K Buy
7,212
+1,461
+25% +$77.8K 0.09% 251
2020
Q1 		$278K Buy
+5,751
New +$401K 0.08% 270

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 Financial Group's O Position: Q2 2026 in Review

Independent Financial Group increased its Realty Income (O) stake by 8.8% in Q2 2026, buying an estimated $305K and bringing the position to 60,608 shares worth $3.76M. The position accounts for 0.07% of the portfolio, ranked #280.

Independent Financial Group first reported a position in O in Q1 2020 and has held it in 26 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Independent Financial Group held 60,608 shares of Realty Income worth $3.76M as of Q2 2026.
  • Independent Financial Group bought 4,887 Realty Income shares in Q2 2026, an estimated $305K.
  • Realty Income made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #280 holding.
  • Independent Financial Group first reported a position in Realty Income in Q1 2020 and has held it in 26 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.