Investor's Fiduciary Advisor Network’s Realty Income O Stock Holding History

Investor's Fiduciary Advisor Network’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	$4.2M	Sell	67,764 -9,750	-13%	-$608K	1.43%	13
2026 Q1	$4.74M	Sell	77,514 -7,468	-9%	-$467K	1.45%	11
2025 Q4	$4.79M	Sell	84,982 -508	-0.6%	-$29.4K	1.03%	19
2025 Q3	$5.2M	Buy	85,490 +294	+0.3%	+$17.1K	1.76%	7
2025 Q2	$4.91M	Buy	85,196 +1,508	+2%	+$85.3K	1.82%	7
2025 Q1	$4.85M	Buy	83,688 +3,046	+4%	+$169K	2.29%	7
2024 Q4	$4.31M	Buy	+80,642	New	+$4.7M	1.65%	10

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

Investor's Fiduciary Advisor Network's O Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Realty Income (O) stake by 13% in Q2 2026, selling an estimated $608K and leaving 67,764 shares worth $4.2M. The position accounts for 1.43% of the portfolio, ranked #13.

Investor's Fiduciary Advisor Network first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.2M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Investor's Fiduciary Advisor Network held 67,764 shares of Realty Income worth $4.2M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 9,750 Realty Income shares in Q2 2026, an estimated $608K.
Realty Income made up 1.43% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #13 holding.
Investor's Fiduciary Advisor Network first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Realty Income position peaked at $5.2M in Q3 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.