SIA
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Strategic Investment Advisors’s Realty Income O Stock Holding History

Strategic 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 		$384K Sell
6,202
-2,338
-27% -$146K 0.02% 246
2026
Q1 		$522K Buy
+8,540
New +$535K 0.04% 215
2020
Q1 		– Sell
-3,098
Closed -$221K – 156
2019
Q4 		$221K Buy
3,098
+73
+2% +$5.44K 0.09% 158
2019
Q3 		$225K Buy
+3,025
New +$212K 0.11% 146
2019
Q2 		– Sell
-3,057
Closed -$218K – 163
2019
Q1 		$218K Buy
+3,057
New +$203K 0.15% 120

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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's O Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Realty Income (O) stake by 27% in Q2 2026, selling an estimated $146K and leaving 6,202 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #246.

Strategic Investment Advisors first reported a position in O in Q1 2019 and has held it in 5 quarters since. The position peaked at $522K in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Strategic Investment Advisors held 6,202 shares of Realty Income worth $384K as of Q2 2026.
  • Strategic Investment Advisors sold 2,338 Realty Income shares in Q2 2026, an estimated $146K.
  • Realty Income made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • Strategic Investment Advisors first reported a position in Realty Income in Q1 2019 and has held it in 5 quarters since.
  • Strategic Investment Advisors's Realty Income position peaked at $522K in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.