MONECO Advisors’s Realty Income O Stock Holding History

MONECO 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
2026 Q2	$201K	Buy	+3,248	New	+$202K	0.01%	584
2026 Q1	–	Sell	-5,466	Closed	-$308K	–	536
2025 Q4	$308K	Buy	5,466 +1,611	+42%	+$93.3K	0.02%	392
2025 Q3	$234K	Buy	3,855 +30	+0.8%	+$1.75K	0.02%	446
2025 Q2	$220K	Sell	3,825 -1,705	-31%	-$96.4K	0.02%	441
2025 Q1	$321K	Buy	+5,530	New	+$306K	0.03%	352
2024 Q4	–	Sell	-4,894	Closed	-$310K	–	483
2024 Q3	$310K	Buy	+4,894	New	+$291K	0.04%	336
2020 Q1	–	Sell	-6,309	Closed	-$467K	–	145
2019 Q4	$467K	Buy	6,309 +1,001	+19%	+$74.6K	0.33%	71
2019 Q3	$394K	Buy	5,308 +25	+0.5%	+$1.75K	0.31%	77
2019 Q2	$353K	Sell	5,283 -1,017	-16%	-$69.5K	0.28%	87
2019 Q1	$449K	Buy	+6,300	New	+$417K	0.36%	64

Other funds holding O

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MONECO Advisors's O Position: Q2 2026 in Review

MONECO Advisors opened a new position in Realty Income (O) in Q2 2026: 3,248 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in O as recently as Q4 2025.

MONECO Advisors first reported a position in O in Q1 2019 and has held it in 10 quarters since. The position peaked at $467K in Q4 2019. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

MONECO Advisors held 3,248 shares of Realty Income worth $201K as of Q2 2026.
Realty Income was a new MONECO Advisors position in Q2 2026.
Realty Income made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #584 holding.
MONECO Advisors first reported a position in Realty Income in Q1 2019 and has held it in 10 quarters since.
MONECO Advisors's Realty Income position peaked at $467K in Q4 2019.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.