IAN
O icon

Integrated Advisors Network’s Realty Income O Stock Holding History

Integrated Advisors Network’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
-7,027
Closed -$396K – 758
2025
Q4 		$396K Sell
7,027
-11
-0.2% -$637 0.02% 524
2025
Q3 		$428K Buy
7,038
+211
+3% +$12.3K 0.02% 540
2025
Q2 		$393K Buy
6,827
+90
+1% +$5.09K 0.02% 552
2025
Q1 		$391K Buy
6,737
+454
+7% +$25.1K 0.02% 523
2024
Q4 		$336K Buy
6,283
+105
+2% +$6.12K 0.02% 538
2024
Q3 		$392K Buy
6,178
+99
+2% +$5.89K 0.02% 532
2024
Q2 		$321K Sell
6,079
-45
-0.7% -$2.4K 0.02% 553
2024
Q1 		$331K Buy
6,124
+1,297
+27% +$70.2K 0.02% 569
2023
Q4 		$277K Buy
4,827
+315
+7% +$16.5K 0.02% 572
2023
Q3 		$225K Buy
+4,512
New +$259K 0.01% 602
2023
Q2 		– Sell
-3,176
Closed -$201K – 695
2023
Q1 		$201K Sell
3,176
-54,942
-95% -$3.56M 0.01% 631
2022
Q4 		$3.69M Buy
58,118
+4,968
+9% +$308K 0.24% 126
2022
Q3 		$3.09M Sell
53,150
-1,440
-3% -$99.3K 0.21% 127
2022
Q2 		$3.73M Sell
54,590
-557
-1% -$38.3K 0.24% 117
2022
Q1 		$3.82M Buy
55,147
+4,238
+8% +$288K 0.22% 114
2021
Q4 		$3.65M Sell
50,909
-465
-0.9% -$32K 0.22% 120
2021
Q3 		$3.23M Buy
51,374
+1,680
+3% +$113K 0.21% 126
2021
Q2 		$3.21M Buy
+49,694
New +$3.26M 0.24% 119

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Advisors Network's O Position: Q1 2026 in Review

Integrated Advisors Network sold out of Realty Income (O) in Q1 2026, closing a stake of 7,027 shares — an estimated $396K sold.

Integrated Advisors Network first reported a position in O in Q2 2021 and held it in 18 quarters. The position peaked at $3.82M in Q1 2022. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Integrated Advisors Network reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 7,027 Realty Income shares in Q1 2026, an estimated $396K.
  • Integrated Advisors Network first reported a position in Realty Income in Q2 2021 and held it in 18 quarters.
  • Integrated Advisors Network's Realty Income position peaked at $3.82M in Q1 2022.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.