Investment Advisory Group’s Realty Income O Stock Holding History

Investment Advisory Group’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	$1.36M	Sell	21,971 -1,040	-5%	-$64.8K	0.3%	70
2026 Q1	$1.41M	Sell	23,011 -984	-4%	-$61.6K	0.36%	66
2025 Q4	$1.35M	Sell	23,995 -861	-3%	-$49.8K	0.35%	62
2025 Q3	$1.51M	Sell	24,856 -374	-1%	-$21.8K	0.41%	57
2025 Q2	$1.45M	Sell	25,230 -282	-1%	-$15.9K	0.44%	53
2025 Q1	$1.48M	Buy	25,512 +1,629	+7%	+$90.2K	0.5%	50
2024 Q4	$1.28M	Sell	23,883 -842	-3%	-$49K	0.43%	53
2024 Q3	$1.57M	Buy	24,725 +276	+1%	+$16.4K	0.54%	47
2024 Q2	$1.29M	Sell	24,449 -1,506	-6%	-$80.4K	0.5%	47
2024 Q1	$1.4M	Sell	25,955 -754	-3%	-$40.8K	0.58%	42
2023 Q4	$1.53M	Sell	26,709 -62	-0.2%	-$3.25K	0.7%	39
2023 Q3	$1.34M	Sell	26,771 -622	-2%	-$35.8K	0.69%	40
2023 Q2	$1.64M	Buy	27,393 +6	+0%	+$366	0.84%	32
2023 Q1	$1.73M	Buy	27,387 +6	+0%	+$389	1%	27
2022 Q4	$1.74M	Sell	27,381 -599	-2%	-$37.2K	1.07%	25
2022 Q3	$1.63M	Buy	27,980 +1,160	+4%	+$80K	1.13%	24
2022 Q2	$1.83M	Buy	26,820 +757	+3%	+$52K	1.24%	23
2022 Q1	$1.81M	Buy	+26,063	New	+$1.77M	1.1%	25

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Investment Advisory Group's O Position: Q2 2026 in Review

Investment Advisory Group reduced its Realty Income (O) stake by 4.5% in Q2 2026, selling an estimated $64.8K and leaving 21,971 shares worth $1.36M. The position accounts for 0.3% of the portfolio, ranked #70.

Investment Advisory Group first reported a position in O in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.83M in Q2 2022. 1,460 funds tracked by Wall St. Rank hold O as of Q2 2026.

Investment Advisory Group held 21,971 shares of Realty Income worth $1.36M as of Q2 2026.
Investment Advisory Group sold 1,040 Realty Income shares in Q2 2026, an estimated $64.8K.
Realty Income made up 0.3% of Investment Advisory Group's portfolio in Q2 2026, its #70 holding.
Investment Advisory Group first reported a position in Realty Income in Q1 2022 and has held it in 18 quarters since.
Investment Advisory Group's Realty Income position peaked at $1.83M in Q2 2022.
1,460 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.