MFA Wealth Services’s Realty Income O Stock Holding History

MFA Wealth Services’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	$656K	Buy	10,582 +604	+6%	+$37.7K	0.39%	69
2026 Q1	$610K	Buy	9,978 +661	+7%	+$41.4K	0.4%	72
2025 Q4	$525K	Buy	9,317 +1,645	+21%	+$95.2K	0.35%	73
2025 Q3	$466K	Buy	7,672 +611	+9%	+$35.6K	0.32%	74
2025 Q2	$407K	Buy	7,061 +84	+1%	+$4.75K	0.31%	76
2025 Q1	$405K	Buy	6,977 +394	+6%	+$21.8K	0.33%	73
2024 Q4	$352K	Buy	+6,583	New	+$383K	0.28%	81

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MFA Wealth Services's O Position: Q2 2026 in Review

MFA Wealth Services increased its Realty Income (O) stake by 6.1% in Q2 2026, buying an estimated $37.7K and bringing the position to 10,582 shares worth $656K. The position accounts for 0.39% of the portfolio, ranked #69.

MFA Wealth Services first reported a position in O in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold O as of Q2 2026.

MFA Wealth Services held 10,582 shares of Realty Income worth $656K as of Q2 2026.
MFA Wealth Services bought 604 Realty Income shares in Q2 2026, an estimated $37.7K.
Realty Income made up 0.39% of MFA Wealth Services's portfolio in Q2 2026, its #69 holding.
MFA Wealth Services first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.