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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invera Wealth Advisors's O Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Realty Income (O) stake by 1.3% in Q1 2026, selling an estimated $6.45K and leaving 7,680 shares worth $470K. The position accounts for 0.3% of the portfolio, ranked #70.

Invera Wealth Advisors first reported a position in O in Q4 2025 and has held it in 2 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Invera Wealth Advisors held 7,680 shares of Realty Income worth $470K as of Q1 2026.
Invera Wealth Advisors sold 103 Realty Income shares in Q1 2026, an estimated $6.45K.
Realty Income made up 0.3% of Invera Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Invera Wealth Advisors first reported a position in Realty Income in Q4 2025 and has held it in 2 quarters since.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.