Modera Wealth Management’s Realty Income O Stock Holding History

Modera Wealth Management’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	$263K	Buy	4,248 +937	+28%	+$58.4K	﹤0.01%	578
2026 Q1	$203K	Sell	3,311 -985	-23%	-$61.7K	﹤0.01%	610
2025 Q4	$242K	Sell	4,296 -176	-4%	-$10.2K	﹤0.01%	588
2025 Q3	$272K	Sell	4,472 -10	-0.2%	-$583	﹤0.01%	557
2025 Q2	$258K	Buy	4,482 +100	+2%	+$5.66K	﹤0.01%	565
2025 Q1	$254K	Sell	4,382 -522	-11%	-$28.9K	﹤0.01%	543
2024 Q4	$262K	Buy	4,904 +372	+8%	+$21.7K	﹤0.01%	537
2024 Q3	$287K	Sell	4,532 -38	-0.8%	-$2.26K	﹤0.01%	499
2024 Q2	$241K	Sell	4,570 -11	-0.2%	-$587	﹤0.01%	511
2024 Q1	$248K	Buy	+4,581	New	+$248K	﹤0.01%	513
2023 Q3	–	Sell	-4,701	Closed	-$281K	–	572
2023 Q2	$281K	Buy	+4,701	New	+$287K	0.01%	474

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Modera Wealth Management's O Position: Q2 2026 in Review

Modera Wealth Management increased its Realty Income (O) stake by 28% in Q2 2026, buying an estimated $58.4K and bringing the position to 4,248 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Modera Wealth Management first reported a position in O in Q2 2023 and has held it in 11 quarters since. The position peaked at $287K in Q3 2024. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

Modera Wealth Management held 4,248 shares of Realty Income worth $263K as of Q2 2026.
Modera Wealth Management bought 937 Realty Income shares in Q2 2026, an estimated $58.4K.
Realty Income made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #578 holding.
Modera Wealth Management first reported a position in Realty Income in Q2 2023 and has held it in 11 quarters since.
Modera Wealth Management's Realty Income position peaked at $287K in Q3 2024.
881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.