IA
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Invested Advisors’s Realty Income O Stock Holding History

Invested 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 		$223K Sell
3,600
-26
-0.7% -$1.62K 0.2% 136
2026
Q1 		$222K Sell
3,626
-2
-0.1% -$125 0.22% 124
2025
Q4 		$205K Buy
+3,628
New +$210K 0.21% 127

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Invested Advisors's O Position: Q2 2026 in Review

Invested Advisors reduced its Realty Income (O) stake by 0.72% in Q2 2026, selling an estimated $1.62K and leaving 3,600 shares worth $223K. The position accounts for 0.2% of the portfolio, ranked #136.

Invested Advisors first reported a position in O in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Invested Advisors held 3,600 shares of Realty Income worth $223K as of Q2 2026.
  • Invested Advisors sold 26 Realty Income shares in Q2 2026, an estimated $1.62K.
  • Realty Income made up 0.2% of Invested Advisors's portfolio in Q2 2026, its #136 holding.
  • Invested Advisors first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 775 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.