LSIA
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LaSalle St. Investment Advisors’s Realty Income O Stock Holding History

LaSalle St. Investment Advisors’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 		$349K Buy
5,633
+730
+15% +$45.5K 0.04% 292
2026
Q1 		$300K Buy
4,903
+21
+0.4% +$1.31K 0.04% 298
2025
Q4 		$275K Sell
4,882
-4,583
-48% -$265K 0.04% 289
2025
Q3 		$575K Buy
9,465
+20
+0.2% +$1.17K 0.1% 153
2025
Q2 		$544K Sell
9,445
-611
-6% -$34.5K 0.15% 142
2025
Q1 		$583K Buy
10,056
+655
+7% +$36.3K 0.14% 133
2024
Q4 		$502K Buy
9,401
+5,132
+120% +$299K 0.16% 130
2024
Q3 		$270K Buy
+4,269
New +$254K 0.11% 157

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LaSalle St. Investment Advisors's O Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Realty Income (O) stake by 15% in Q2 2026, buying an estimated $45.5K and bringing the position to 5,633 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #292.

LaSalle St. Investment Advisors first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $583K in Q1 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • LaSalle St. Investment Advisors held 5,633 shares of Realty Income worth $349K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 730 Realty Income shares in Q2 2026, an estimated $45.5K.
  • Realty Income made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • LaSalle St. Investment Advisors first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • LaSalle St. Investment Advisors's Realty Income position peaked at $583K in Q1 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.