Mission Hills Financial Advisory’s Realty Income O Stock Holding History

Mission Hills Financial Advisory’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 Q1	$329K	Buy	5,382 +447	+9%	+$28K	0.17%	37
2025 Q4	$278K	Buy	4,935 +539	+12%	+$31.2K	0.15%	38
2025 Q3	$267K	Buy	+4,396	New	+$256K	0.14%	38

Other funds holding O

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mission Hills Financial Advisory's O Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its Realty Income (O) stake by 9.1% in Q1 2026, buying an estimated $28K and bringing the position to 5,382 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #37.

Mission Hills Financial Advisory first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Mission Hills Financial Advisory held 5,382 shares of Realty Income worth $329K as of Q1 2026.
Mission Hills Financial Advisory bought 447 Realty Income shares in Q1 2026, an estimated $28K.
Realty Income made up 0.17% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #37 holding.
Mission Hills Financial Advisory first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.