SIA
O icon

Sage Investment Advisers’s Realty Income O Stock Holding History

Sage 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 		$419K Sell
6,754
-118
-2% -$7.36K 0.28% 67
2026
Q1 		$425K Buy
6,872
+640
+10% +$40.1K 0.31% 66
2025
Q4 		$351K Buy
+6,232
New +$361K 0.26% 67
2024
Q3 		$426K Buy
6,711
+1
+0% +$60 0.45% 48
2024
Q2 		$354K Buy
6,710
+298
+5% +$15.9K 0.4% 50
2024
Q1 		$347K Buy
+6,412
New +$347K 0.4% 50

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

Sage Investment Advisers's O Position: Q2 2026 in Review

Sage Investment Advisers reduced its Realty Income (O) stake by 1.7% in Q2 2026, selling an estimated $7.36K and leaving 6,754 shares worth $419K. The position accounts for 0.28% of the portfolio, ranked #67.

Sage Investment Advisers first reported a position in O in Q1 2024 and has held it in 6 quarters since. The position peaked at $426K in Q3 2024. 637 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Sage Investment Advisers held 6,754 shares of Realty Income worth $419K as of Q2 2026.
  • Sage Investment Advisers sold 118 Realty Income shares in Q2 2026, an estimated $7.36K.
  • Realty Income made up 0.28% of Sage Investment Advisers's portfolio in Q2 2026, its #67 holding.
  • Sage Investment Advisers first reported a position in Realty Income in Q1 2024 and has held it in 6 quarters since.
  • Sage Investment Advisers's Realty Income position peaked at $426K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.