MFA
O icon

Mayflower Financial Advisors’s Realty Income O Stock Holding History

Mayflower Financial 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 		$301K Sell
4,856
-13
-0.3% -$810 0.03% 379
2026
Q1 		$298K Buy
4,869
+146
+3% +$9.14K 0.04% 351
2025
Q4 		$266K Sell
4,723
-5
-0.1% -$289 0.03% 359
2025
Q3 		$287K Sell
4,728
-189
-4% -$11K 0.04% 346
2025
Q2 		$283K Sell
4,917
-324
-6% -$18.3K 0.04% 325
2025
Q1 		$304K Sell
5,241
-255
-5% -$14.1K 0.05% 302
2024
Q4 		$294K Buy
5,496
+334
+6% +$19.5K 0.04% 300
2024
Q3 		$327K Buy
5,162
+122
+2% +$7.26K 0.05% 279
2024
Q2 		$266K Buy
5,040
+87
+2% +$4.65K 0.04% 299
2024
Q1 		$268K Sell
4,953
-111
-2% -$6.01K 0.04% 294
2023
Q4 		$291K Sell
5,064
-165
-3% -$8.66K 0.04% 269
2023
Q3 		$261K Buy
5,229
+475
+10% +$27.3K 0.04% 271
2023
Q2 		$284K Sell
4,754
-75
-2% -$4.58K 0.04% 278
2023
Q1 		$306K Buy
4,829
+68
+1% +$4.41K 0.04% 264
2022
Q4 		$302K Buy
4,761
+479
+11% +$29.7K 0.04% 260
2022
Q3 		$249K Buy
4,282
+284
+7% +$19.6K 0.04% 274
2022
Q2 		$273K Sell
3,998
-42
-1% -$2.88K 0.04% 262
2022
Q1 		$280K Buy
4,040
+275
+7% +$18.7K 0.04% 285
2021
Q4 		$270K Buy
3,765
+94
+3% +$6.46K 0.04% 284
2021
Q3 		$249K Buy
3,671
+207
+6% +$14K 0.03% 286
2021
Q2 		$224K Buy
3,464
+36
+1% +$2.37K 0.03% 286
2021
Q1 		$211K Sell
3,428
-50
-1% -$2.96K 0.03% 275
2020
Q4 		$210K Buy
+3,478
New +$206K 0.04% 256

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mayflower Financial Advisors's O Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Realty Income (O) stake by 0.27% in Q2 2026, selling an estimated $810 and leaving 4,856 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #379.

Mayflower Financial Advisors first reported a position in O in Q4 2020 and has held it in 23 quarters since. The position peaked at $327K in Q3 2024. 467 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Mayflower Financial Advisors held 4,856 shares of Realty Income worth $301K as of Q2 2026.
  • Mayflower Financial Advisors sold 13 Realty Income shares in Q2 2026, an estimated $810.
  • Realty Income made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #379 holding.
  • Mayflower Financial Advisors first reported a position in Realty Income in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Realty Income position peaked at $327K in Q3 2024.
  • 467 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.