SIAG
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Safeguard Investment Advisory Group’s Realty Income O Stock Holding History

Safeguard Investment Advisory Group’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 		– Sell
-3,336
Closed -$204K – 180
2026
Q1 		$204K Buy
+3,336
New +$209K 0.06% 135
2021
Q1 		– Sell
-437
Closed -$26K – 494
2020
Q4 		$26K Buy
+437
New +$25.8K 0.02% 275

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

Safeguard Investment Advisory Group's O Position: Q2 2026 in Review

Safeguard Investment Advisory Group sold out of Realty Income (O) in Q2 2026, closing a stake of 3,336 shares — an estimated $204K sold.

Safeguard Investment Advisory Group first reported a position in O in Q4 2020 and held it in 2 quarters. The position peaked at $204K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Safeguard Investment Advisory Group reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3,336 Realty Income shares in Q2 2026, an estimated $204K.
  • Safeguard Investment Advisory Group first reported a position in Realty Income in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's Realty Income position peaked at $204K in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.