MA
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MCF Advisors’s Realty Income O Stock Holding History

MCF 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 		$214K Buy
3,455
+1,043
+43% +$65K 0.01% 420
2026
Q1 		$148K Buy
2,412
+569
+31% +$35.6K 0.01% 440
2025
Q4 		$104K Buy
1,843
+1,767
+2,325% +$102K 0.01% 397
2025
Q3 		$4.62K Buy
+76
New +$4.43K ﹤0.01% 807
2024
Q4 		– Sell
-12
Closed -$762 – 1032
2024
Q3 		$762 Hold
12
– – ﹤0.01% 928
2024
Q2 		$634 Hold
12
– – ﹤0.01% 942
2024
Q1 		$653 Sell
12
-110
-90% -$5.96K ﹤0.01% 906
2023
Q4 		$7.01K Buy
122
+95
+352% +$4.99K ﹤0.01% 633
2023
Q3 		$1.35K Hold
27
– – ﹤0.01% 804
2023
Q2 		$1.61K Hold
27
– – ﹤0.01% 734
2023
Q1 		$1.71K Hold
27
– – ﹤0.01% 725
2022
Q4 		$1.71K Buy
+27
New +$1.68K ﹤0.01% 695

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

MCF Advisors's O Position: Q2 2026 in Review

MCF Advisors increased its Realty Income (O) stake by 43% in Q2 2026, buying an estimated $65K and bringing the position to 3,455 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #420.

MCF Advisors first reported a position in O in Q4 2022 and has held it in 12 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • MCF Advisors held 3,455 shares of Realty Income worth $214K as of Q2 2026.
  • MCF Advisors bought 1,043 Realty Income shares in Q2 2026, an estimated $65K.
  • Realty Income made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #420 holding.
  • MCF Advisors first reported a position in Realty Income in Q4 2022 and has held it in 12 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.