IAG
O icon

Innovative Advisory Group’s Realty Income O Stock Holding History

Innovative Advisory 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
Q1 		– Sell
-400
Closed -$22.5K – 162
2025
Q4 		$22.5K Hold
400
– – 0.01% 91
2025
Q3 		$24.3K Hold
400
– – 0.02% 94
2025
Q2 		$23K Buy
+400
New +$22.6K 0.02% 90

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 $3.38T AUM 44.17% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Innovative Advisory Group's O Position: Q1 2026 in Review

Innovative Advisory Group sold out of Realty Income (O) in Q1 2026, closing a stake of 400 shares — an estimated $22.5K sold.

Innovative Advisory Group first reported a position in O in Q2 2025 and held it in 3 quarters. The position peaked at $24.3K in Q3 2025. 1,447 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Innovative Advisory Group reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group sold 400 Realty Income shares in Q1 2026, an estimated $22.5K.
  • Innovative Advisory Group first reported a position in Realty Income in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group's Realty Income position peaked at $24.3K in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Innovative Advisory Group's 13F filing for Q1 2026, filed 22 Sep 2026.