MGIA
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Moneta Group Investment Advisors’s Realty Income O Stock Holding History

Moneta Group Investment 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
Q1 		$505K Buy
8,247
+446
+6% +$27.9K ﹤0.01% 506
2025
Q4 		$440K Sell
7,801
-1,218
-14% -$70.5K ﹤0.01% 539
2025
Q3 		$548K Sell
9,019
-595
-6% -$34.7K ﹤0.01% 469
2025
Q2 		$554K Buy
9,614
+131
+1% +$7.41K 0.01% 416
2025
Q1 		$550K Sell
9,483
-915
-9% -$50.6K 0.01% 396
2024
Q4 		$555K Sell
10,398
-573
-5% -$33.4K 0.01% 390
2024
Q3 		$696K Buy
10,971
+319
+3% +$19K 0.01% 344
2024
Q2 		$563K Buy
10,652
+686
+7% +$36.6K 0.01% 362
2024
Q1 		$539K Sell
9,966
-417
-4% -$22.6K 0.01% 363
2023
Q4 		$596K Buy
10,383
+1,380
+15% +$72.4K 0.01% 314
2023
Q3 		$450K Buy
9,003
+1,007
+13% +$57.9K 0.01% 339
2023
Q2 		$478K Sell
7,996
-982
-11% -$59.9K 0.01% 331
2023
Q1 		$569K Buy
8,978
+1,246
+16% +$80.7K 0.01% 294
2022
Q4 		$524K Sell
7,732
-859
-10% -$53.3K 0.01% 287
2022
Q3 		$500K Sell
8,591
-756
-8% -$52.1K 0.02% 276
2022
Q2 		$638K Buy
9,347
+1,281
+16% +$88K 0.02% 268
2022
Q1 		$559K Buy
8,066
+2,521
+45% +$171K 0.02% 279
2021
Q4 		$397K Buy
5,545
+819
+17% +$56.3K 0.02% 331
2021
Q3 		$297K Sell
4,726
-238
-5% -$16.1K 0.01% 368
2021
Q2 		$321K Sell
4,964
-253
-5% -$16.6K 0.01% 349
2021
Q1 		$321K Buy
5,217
+254
+5% +$15K 0.02% 319
2020
Q4 		$299K Buy
+4,963
New +$293K 0.02% 257
2020
Q1 		– Sell
-252
Closed -$18K – 272
2019
Q4 		$18K Buy
252
+9
+4% +$670 ﹤0.01% 270
2019
Q3 		$18K Buy
+243
New +$17K ﹤0.01% 272
2018
Q2 		– Sell
-1,135
Closed -$57K – 563
2018
Q1 		$57K Buy
1,135
+1,129
+18,817% +$56.3K 0.01% 309
2017
Q4 		$0 Buy
+6
New +$326 ﹤0.01% 529

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's O Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Realty Income (O) stake by 5.7% in Q1 2026, buying an estimated $27.9K and bringing the position to 8,247 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Moneta Group Investment Advisors first reported a position in O in Q4 2017 and has held it in 26 quarters since. The position peaked at $696K in Q3 2024. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Moneta Group Investment Advisors held 8,247 shares of Realty Income worth $505K as of Q1 2026.
  • Moneta Group Investment Advisors bought 446 Realty Income shares in Q1 2026, an estimated $27.9K.
  • Realty Income made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #506 holding.
  • Moneta Group Investment Advisors first reported a position in Realty Income in Q4 2017 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's Realty Income position peaked at $696K in Q3 2024.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.