MFA Wealth Advisors’s Realty Income O Stock Holding History

MFA 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
2024 Q4	–	Sell	-625	Closed	-$39.6K	–	285
2024 Q3	$39.6K	Hold	625	–	–	0.01%	197
2024 Q2	$33K	Buy	+625	New	+$33.4K	0.01%	216

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MFA Wealth Advisors's O Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Realty Income (O) in Q4 2024, closing a stake of 625 shares — an estimated $39.6K sold.

MFA Wealth Advisors first reported a position in O in Q2 2024 and held it in 2 quarters. The position peaked at $39.6K in Q3 2024. 1,262 funds tracked by Wall St. Rank hold O as of Q4 2024.

MFA Wealth Advisors reported no remaining Realty Income position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 625 Realty Income shares in Q4 2024, an estimated $39.6K.
MFA Wealth Advisors first reported a position in Realty Income in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's Realty Income position peaked at $39.6K in Q3 2024.
1,262 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.