JGIA
O icon

Jackson Grant Investment Advisers’s Realty Income O Stock Holding History

Jackson Grant Investment Advisers’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 		$16.7K Buy
270
+4
+2% +$249 0.01% 272
2026
Q1 		$16.3K Sell
266
-17
-6% -$1.06K 0.01% 271
2025
Q4 		$15.9K Sell
283
-14
-5% -$811 0.01% 272
2025
Q3 		$18K Buy
297
+1
+0.3% +$58 0.01% 263
2025
Q2 		$17K Buy
296
+3
+1% +$170 0.01% 240
2025
Q1 		$17K Hold
293
– – 0.01% 236
2024
Q4 		$15.6K Buy
+293
New +$17.1K 0.01% 241
2024
Q2 		– Sell
-27
Closed -$1.46K – 405
2024
Q1 		$1.46K Hold
27
– – ﹤0.01% 378
2023
Q4 		$1.55K Hold
27
– – ﹤0.01% 365
2023
Q3 		$1.35K Hold
27
– – ﹤0.01% 371
2023
Q2 		$1.61K Hold
27
– – ﹤0.01% 379
2023
Q1 		$1.71K Buy
+27
New +$1.75K ﹤0.01% 406
2018
Q1 		– Sell
-733
Closed -$40K – 215
2017
Q4 		$40K Buy
733
+9
+1% +$488 0.03% 157
2017
Q3 		$40K Buy
724
+8
+1% +$444 0.03% 156
2017
Q2 		$38K Buy
716
+8
+1% +$443 0.03% 144
2017
Q1 		$41K Buy
708
+7
+1% +$405 0.03% 131
2016
Q4 		$39K Buy
701
+7
+1% +$393 0.03% 131
2016
Q3 		$45K Buy
694
+7
+1% +$462 0.04% 120
2016
Q2 		$46K Buy
687
+6
+0.9% +$364 0.04% 114
2016
Q1 		$41K Hold
681
– – 0.04% 114
2015
Q4 		$34K Buy
+681
New +$32.5K 0.03% 121

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jackson Grant Investment Advisers's O Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Realty Income (O) stake by 1.5% in Q2 2026, buying an estimated $249 and bringing the position to 270 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #272.

Jackson Grant Investment Advisers first reported a position in O in Q4 2015 and has held it in 21 quarters since. The position peaked at $46K in Q2 2016. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Jackson Grant Investment Advisers held 270 shares of Realty Income worth $16.7K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 4 Realty Income shares in Q2 2026, an estimated $249.
  • Realty Income made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #272 holding.
  • Jackson Grant Investment Advisers first reported a position in Realty Income in Q4 2015 and has held it in 21 quarters since.
  • Jackson Grant Investment Advisers's Realty Income position peaked at $46K in Q2 2016.
  • 639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.