Position in O
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,361,323
-$46,489 QoQ
Shares Held
21,971
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#585
of 1,452 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Investment Advisory Group, LLC holds $1,361,323 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
21,971 | $1,361,323 |
All Filings in O
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,323 | 21,971 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,407,812 | 23,011 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,352,598 | 23,995 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,510,996 | 24,856 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,453,500 | 25,230 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,479,951 | 25,512 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,275,591 | 23,883 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,568,059 | 24,725 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,291,396 | 24,449 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,404,165 | 25,955 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,533,630 | 26,709 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,336,943 | 26,771 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,637,827 | 27,393 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,734,144 | 27,387 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,736,776 | 27,381 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,628,436 | 27,980 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,830,733 | 26,820 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,806,165 | 26,063 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||