Back to O
Allied Investment Advisors, LLC → O
Allied Investment Advisors, LLC O Position History
Realty Income Corporation • Real Estate
Quarters held
5
Latest value
$12.1M
Q3 2026
Peak value
$13.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.9M |
| Q4 2025 | $10.4M |
| Q1 2026 | $12.1M |
| Q2 2026 | $13.4M |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 223.3K | — | — |
| Q2 2026 | $13.4M | 215.9K | — | — |
| Q1 2026 | $12.1M | 197.7K | — | — |
| Q4 2025 | $10.4M | 184.7K | — | — |
| Q3 2025 | $10.9M | 178.8K | — | — |
Other funds holding O
$8.5B
$8.1B
$7.9B
$4.1B
$4.1B
$3.9B
$3.9B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF