IWA
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Invera Wealth Advisors’s Realty Income O Stock Holding History

Invera Wealth Advisors’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 		$480K Buy
7,745
+65
+0.8% +$4.05K 0.26% 81
2026
Q1 		$470K Sell
7,680
-103
-1% -$6.45K 0.3% 70
2025
Q4 		$439K Buy
+7,783
New +$451K 0.28% 71

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

Invera Wealth Advisors's O Position: Q2 2026 in Review

Invera Wealth Advisors increased its Realty Income (O) stake by 0.85% in Q2 2026, buying an estimated $4.05K and bringing the position to 7,745 shares worth $480K. The position accounts for 0.26% of the portfolio, ranked #81.

Invera Wealth Advisors first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Invera Wealth Advisors held 7,745 shares of Realty Income worth $480K as of Q2 2026.
  • Invera Wealth Advisors bought 65 Realty Income shares in Q2 2026, an estimated $4.05K.
  • Realty Income made up 0.26% of Invera Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Invera Wealth Advisors first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.