IF
O icon

Intrua Financial’s Realty Income O Stock Holding History

Intrua Financial’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 		$3.19M Sell
51,434
-158
-0.3% -$9.85K 0.29% 69
2026
Q1 		$3.16M Sell
51,592
-955
-2% -$59.8K 0.33% 61
2025
Q4 		$2.96M Buy
52,547
+1,712
+3% +$99.1K 0.31% 57
2025
Q3 		$3.09M Buy
50,835
+2,049
+4% +$119K 0.34% 52
2025
Q2 		$2.81M Sell
48,786
-903
-2% -$51.1K 0.38% 47
2025
Q1 		$2.88M Sell
49,689
-4,354
-8% -$241K 0.42% 52
2024
Q4 		$2.89M Sell
54,043
-1,978
-4% -$115K 0.44% 45
2024
Q3 		$3.55M Sell
56,021
-1,529
-3% -$91K 0.53% 37
2024
Q2 		$3.04M Sell
57,550
-1,525
-3% -$81.4K 0.45% 41
2024
Q1 		$3.2M Buy
59,075
+1,011
+2% +$54.7K 0.46% 43
2023
Q4 		$3.33M Buy
58,064
+4,474
+8% +$235K 0.49% 48
2023
Q3 		$2.68M Sell
53,590
-3,942
-7% -$227K 0.45% 51
2023
Q2 		$3.44M Buy
57,532
+6,322
+12% +$386K 0.58% 37
2023
Q1 		$3.18M Buy
51,210
+8,388
+20% +$544K 0.66% 37
2022
Q4 		$2.8M Buy
42,822
+5,849
+16% +$363K 0.65% 37
2022
Q3 		$2.15M Buy
36,973
+3,093
+9% +$213K 0.57% 39
2022
Q2 		$2.31M Buy
33,880
+5,111
+18% +$351K 0.49% 44
2022
Q1 		$1.99M Buy
28,769
+8,550
+42% +$581K 0.36% 56
2021
Q4 		$1.45M Buy
20,219
+506
+3% +$34.8K 0.25% 89
2021
Q3 		$1.4M Buy
+19,713
New +$1.33M 0.26% 89
2020
Q3 		– Sell
-4,284
Closed -$255K – 256
2020
Q2 		$255K Buy
+4,284
New +$228K 0.1% 199

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Intrua Financial's O Position: Q2 2026 in Review

Intrua Financial reduced its Realty Income (O) stake by 0.31% in Q2 2026, selling an estimated $9.85K and leaving 51,434 shares worth $3.19M. The position accounts for 0.29% of the portfolio, ranked #69.

Intrua Financial first reported a position in O in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.55M in Q3 2024. 467 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Intrua Financial held 51,434 shares of Realty Income worth $3.19M as of Q2 2026.
  • Intrua Financial sold 158 Realty Income shares in Q2 2026, an estimated $9.85K.
  • Realty Income made up 0.29% of Intrua Financial's portfolio in Q2 2026, its #69 holding.
  • Intrua Financial first reported a position in Realty Income in Q2 2020 and has held it in 21 quarters since.
  • Intrua Financial's Realty Income position peaked at $3.55M in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.