Innovative Asset Advisors Group’s Realty Income O Stock Holding History

Innovative Asset Advisors 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	–	Sell	-365	Closed	-$22.4K	–	783
2026 Q1	$22.4K	Buy	+365	New	+$22.8K	0.01%	479

Other funds holding O

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Innovative Asset Advisors Group's O Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Realty Income (O) in Q2 2026, closing a stake of 365 shares — an estimated $22.4K sold.

Innovative Asset Advisors Group first reported a position in O in Q1 2026 and held it in 1 quarter. The position peaked at $22.4K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 365 Realty Income shares in Q2 2026, an estimated $22.4K.
Innovative Asset Advisors Group first reported a position in Realty Income in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Realty Income position peaked at $22.4K in Q1 2026.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.