NAAA
O icon

New Age Alpha Advisors’s Realty Income O Stock Holding History

New Age Alpha 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 		$8.54M Sell
137,784
-865
-0.6% -$53.9K 0.36% 55
2026
Q1 		$8.48M Sell
138,649
-40,724
-23% -$2.55M 0.4% 51
2025
Q4 		$10.1M Sell
179,373
-20,945
-10% -$1.21M 0.44% 41
2025
Q3 		$12.2M Sell
200,318
-17,639
-8% -$1.03M 0.51% 31
2025
Q2 		$12.6M Sell
217,957
-14,329
-6% -$810K 0.55% 24
2025
Q1 		$13.5M Buy
232,286
+77,041
+50% +$4.26M 0.6% 18
2024
Q4 		$8.29M Buy
155,245
+154,990
+60,780% +$9.03M 0.34% 72
2024
Q3 		$16.2K Buy
+255
New +$15.2K 0.01% 137

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

New Age Alpha Advisors's O Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Realty Income (O) stake by 0.62% in Q2 2026, selling an estimated $53.9K and leaving 137,784 shares worth $8.54M. The position accounts for 0.36% of the portfolio, ranked #55.

New Age Alpha Advisors first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.5M in Q1 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • New Age Alpha Advisors held 137,784 shares of Realty Income worth $8.54M as of Q2 2026.
  • New Age Alpha Advisors sold 865 Realty Income shares in Q2 2026, an estimated $53.9K.
  • Realty Income made up 0.36% of New Age Alpha Advisors's portfolio in Q2 2026, its #55 holding.
  • New Age Alpha Advisors first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Realty Income position peaked at $13.5M in Q1 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.