IRP
O icon

Investment Research Partners’s Realty Income O Stock Holding History

Investment Research Partners’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 		$384K Buy
6,200
+573
+10% +$35.7K 0.13% 177
2026
Q1 		$344K Buy
5,627
+103
+2% +$6.45K 0.14% 166
2025
Q4 		$311K Sell
5,524
-935
-14% -$54.1K 0.13% 173
2025
Q3 		$377K Buy
+6,459
New +$376K 0.17% 142

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Investment Research Partners's O Position: Q2 2026 in Review

Investment Research Partners increased its Realty Income (O) stake by 10% in Q2 2026, buying an estimated $35.7K and bringing the position to 6,200 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #177.

Investment Research Partners first reported a position in O in Q3 2025 and has held it in 4 quarters since. 1,105 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Investment Research Partners held 6,200 shares of Realty Income worth $384K as of Q2 2026.
  • Investment Research Partners bought 573 Realty Income shares in Q2 2026, an estimated $35.7K.
  • Realty Income made up 0.13% of Investment Research Partners's portfolio in Q2 2026, its #177 holding.
  • Investment Research Partners first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.