Forvis Mazars Wealth Advisors’s Realty Income O Stock Holding History

Forvis Mazars Wealth 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	$329K	Sell	5,314 -385	-7%	-$24K	0.01%	361
2026 Q1	$349K	Sell	5,699 -70	-1%	-$4.38K	0.01%	331
2025 Q4	$325K	Buy	5,769 +293	+5%	+$17K	0.01%	343
2025 Q3	$333K	Sell	5,476 -125	-2%	-$7.28K	0.01%	339
2025 Q2	$323K	Buy	5,601 +215	+4%	+$12.2K	0.01%	341
2025 Q1	$312K	Sell	5,386 -182	-3%	-$10.1K	0.01%	345
2024 Q4	$297K	Sell	5,568 -89	-2%	-$5.18K	0.01%	373
2024 Q3	$359K	Buy	5,657 +2	+0%	+$119	0.01%	357
2024 Q2	$299K	Buy	5,655 +41	+0.7%	+$2.19K	0.01%	352
2024 Q1	$304K	Buy	5,614 +653	+13%	+$35.4K	0.01%	348
2023 Q4	$285K	Sell	4,961 -395	-7%	-$20.7K	0.01%	340
2023 Q3	$267K	Sell	5,356 -6	-0.1%	-$345	0.01%	343
2023 Q2	$321K	Buy	5,362 +4	+0.1%	+$244	0.01%	349
2023 Q1	$339K	Buy	5,358 +356	+7%	+$23.1K	0.01%	314
2022 Q4	$317K	Buy	5,002 +51	+1%	+$3.17K	0.01%	317
2022 Q3	$288K	Sell	4,951 -996	-17%	-$68.7K	0.01%	322
2022 Q2	$406K	Buy	5,947 +2,005	+51%	+$138K	0.02%	280
2022 Q1	$273K	Buy	3,942 +4	+0.1%	+$272	0.01%	254
2021 Q4	$282K	Sell	3,938 -84	-2%	-$5.78K	0.01%	235
2021 Q3	$253K	Buy	+4,022	New	+$272K	0.01%	241

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Forvis Mazars Wealth Advisors's O Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Realty Income (O) stake by 6.8% in Q2 2026, selling an estimated $24K and leaving 5,314 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #361.

Forvis Mazars Wealth Advisors first reported a position in O in Q3 2021 and has held it in 20 quarters since. The position peaked at $406K in Q2 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,314 shares of Realty Income worth $329K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 385 Realty Income shares in Q2 2026, an estimated $24K.
Realty Income made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #361 holding.
Forvis Mazars Wealth Advisors first reported a position in Realty Income in Q3 2021 and has held it in 20 quarters since.
Forvis Mazars Wealth Advisors's Realty Income position peaked at $406K in Q2 2022.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.