IAG
O icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Investment Advisory Group's O Position: Q1 2026 in Review

Investment Advisory Group reduced its Realty Income (O) stake by 4.1% in Q1 2026, selling an estimated $61.6K and leaving 23,011 shares worth $1.41M. The position accounts for 0.36% of the portfolio, ranked #66.

Investment Advisory Group first reported a position in O in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.83M in Q2 2022. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Investment Advisory Group held 23,011 shares of Realty Income worth $1.41M as of Q1 2026.
  • Investment Advisory Group sold 984 Realty Income shares in Q1 2026, an estimated $61.6K.
  • Realty Income made up 0.36% of Investment Advisory Group's portfolio in Q1 2026, its #66 holding.
  • Investment Advisory Group first reported a position in Realty Income in Q1 2022 and has held it in 17 quarters since.
  • Investment Advisory Group's Realty Income position peaked at $1.83M in Q2 2022.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.