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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Investment Advisors's O Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Realty Income (O) in Q1 2026: 8,540 shares worth $522K. The stake represents 0.04% of the portfolio and ranks #215 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in O as recently as Q4 2019.

Strategic Investment Advisors first reported a position in O in Q1 2019 and has held it in 4 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Strategic Investment Advisors held 8,540 shares of Realty Income worth $522K as of Q1 2026.
  • Realty Income was a new Strategic Investment Advisors position in Q1 2026.
  • Realty Income made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #215 holding.
  • Strategic Investment Advisors first reported a position in Realty Income in Q1 2019 and has held it in 4 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.