WIA
O icon

World Investment Advisors’s Realty Income O Stock Holding History

World 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 		$8.45M Sell
137,921
-81,124
-37% -$5.06M 0.14% 166
2026
Q1 		$13.4M Sell
219,045
-1,791
-0.8% -$112K 0.22% 99
2025
Q4 		$12.4M Buy
220,836
+90,023
+69% +$5.21M 0.2% 110
2025
Q3 		$7.95M Buy
130,813
+70
+0.1% +$4.08K 0.16% 147
2025
Q2 		$7.53M Buy
130,743
+764
+0.6% +$43.2K 0.17% 137
2025
Q1 		$7.54M Buy
129,979
+17,440
+15% +$965K 0.2% 126
2024
Q4 		$6.01M Buy
112,539
+90,288
+406% +$5.26M 0.16% 144
2024
Q3 		$1.41M Buy
+22,251
New +$1.32M 0.04% 359

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

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

World Investment Advisors reduced its Realty Income (O) stake by 37% in Q2 2026, selling an estimated $5.06M and leaving 137,921 shares worth $8.45M. The position accounts for 0.14% of the portfolio, ranked #166.

World Investment Advisors first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.4M in Q1 2026. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • World Investment Advisors held 137,921 shares of Realty Income worth $8.45M as of Q2 2026.
  • World Investment Advisors sold 81,124 Realty Income shares in Q2 2026, an estimated $5.06M.
  • Realty Income made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • World Investment Advisors first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Realty Income position peaked at $13.4M in Q1 2026.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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