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 Q3	$559K	Sell	10,289 -293	-3%	-$18.1K	0.33%	77
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

MFA Wealth Services's O Position: Q3 2026 in Review

MFA Wealth Services reduced its Realty Income (O) stake by 2.8% in Q3 2026, selling an estimated $18.1K and leaving 10,289 shares worth $559K. The position accounts for 0.33% of the portfolio, ranked #77.

MFA Wealth Services first reported a position in O in Q4 2024 and has held it in 8 quarters since. The position peaked at $656K in Q2 2026. 327 funds tracked by Wall St. Rank hold O as of Q3 2026.

MFA Wealth Services held 10,289 shares of Realty Income worth $559K as of Q3 2026.
MFA Wealth Services sold 293 Realty Income shares in Q3 2026, an estimated $18.1K.
Realty Income made up 0.33% of MFA Wealth Services's portfolio in Q3 2026, its #77 holding.
MFA Wealth Services first reported a position in Realty Income in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Realty Income position peaked at $656K in Q2 2026.
327 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.