Investment Research & Advisory Group’s Realty Income O Stock Holding History

Investment Research & 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	$31.6K	Hold	502	–	–	0.01%	168
2026 Q1	$33.5K	Hold	502	–	–	0.01%	148
2025 Q4	$29K	Hold	502	–	–	0.01%	152
2025 Q3	$31.4K	Hold	502	–	–	0.01%	135
2025 Q2	$28.9K	Sell	502 -113	-18%	-$6.39K	0.01%	128
2025 Q1	$35.7K	Buy	615 +115	+23%	+$6.37K	0.01%	123
2024 Q4	$26.7K	Hold	500	–	–	0.01%	126
2024 Q3	$31.7K	Hold	500	–	–	0.01%	115
2024 Q2	$26.4K	Hold	500	–	–	0.01%	116
2024 Q1	$27.1K	Hold	500	–	–	0.01%	114
2023 Q4	$28.7K	Sell	500 -800	-62%	-$42K	0.01%	112
2023 Q3	$64.9K	Hold	1,300	–	–	0.04%	91
2023 Q2	$77.7K	Hold	1,300	–	–	0.05%	85
2023 Q1	$82.3K	Hold	1,300	–	–	0.05%	82
2022 Q4	$82.5K	Hold	1,300	–	–	0.05%	82
2022 Q3	$76K	Hold	1,300	–	–	0.06%	84
2022 Q2	$89K	Hold	1,300	–	–	0.06%	84
2022 Q1	$90K	Sell	1,300 -557	-30%	-$37.9K	0.06%	90
2021 Q4	$133K	Buy	1,857 +457	+33%	+$31.4K	0.08%	73
2021 Q3	$89K	Hold	1,400	–	–	0.06%	86
2021 Q2	$91K	Hold	1,400	–	–	0.06%	94
2021 Q1	$86K	Hold	1,400	–	–	0.06%	84
2020 Q4	$84K	Hold	1,400	–	–	0.06%	83
2020 Q3	$82K	Hold	1,400	–	–	0.07%	81
2020 Q2	$81K	Hold	1,400	–	–	0.07%	75
2020 Q1	$68K	Hold	1,400	–	–	0.06%	80
2019 Q4	$100K	Buy	+1,400	New	+$104K	0.09%	72

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Investment Research & Advisory Group held its Realty Income (O) position steady in Q2 2026 at 502 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #168.

Investment Research & Advisory Group first reported a position in O in Q4 2019 and has held it in 27 quarters since. The position peaked at $133K in Q4 2021. 567 funds tracked by Wall St. Rank hold O as of Q2 2026.

Investment Research & Advisory Group held 502 shares of Realty Income worth $31.6K as of Q2 2026.
Investment Research & Advisory Group left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #168 holding.
Investment Research & Advisory Group first reported a position in Realty Income in Q4 2019 and has held it in 27 quarters since.
Investment Research & Advisory Group's Realty Income position peaked at $133K in Q4 2021.
567 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.