Mosaic Family Wealth Partners’s Realty Income O Stock Holding History

Mosaic Family Wealth Partners’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	$773K	Buy	12,472 +1,508	+14%	+$94K	0.05%	240
2026 Q1	$671K	Hold	10,964	–	–	0.07%	150
2025 Q4	$618K	Sell	10,964 -48	-0.4%	-$2.78K	0.07%	134
2025 Q3	$667K	Buy	11,012 +8	+0.1%	+$466	0.08%	119
2025 Q2	$634K	Sell	11,004 -1,912	-15%	-$108K	0.08%	116
2025 Q1	$749K	Buy	12,916 +579	+5%	+$32K	0.11%	98
2024 Q4	$659K	Sell	12,337 -149	-1%	-$8.68K	0.1%	105
2024 Q3	$792K	Sell	12,486 -888	-7%	-$52.8K	0.12%	87
2024 Q2	$706K	Sell	13,374 -1,000	-7%	-$53.4K	0.11%	93
2024 Q1	$778K	Hold	14,374	–	–	0.13%	90
2023 Q4	$825K	Sell	14,374 -4,406	-23%	-$231K	0.14%	86
2023 Q3	$938K	Sell	18,780 -41	-0.2%	-$2.36K	0.19%	62
2023 Q2	$1.13M	Sell	18,821 -191	-1%	-$11.7K	0.22%	51
2023 Q1	$1.2M	Sell	19,012 -300	-2%	-$19.4K	0.25%	48
2022 Q4	$1.22M	Buy	+19,312	New	+$1.2M	0.35%	50

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

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

Norges Bank Oslo, Norway $1T AUM

Mosaic Family Wealth Partners's O Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Realty Income (O) stake by 14% in Q2 2026, buying an estimated $94K and bringing the position to 12,472 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #240.

Mosaic Family Wealth Partners first reported a position in O in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q4 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Mosaic Family Wealth Partners held 12,472 shares of Realty Income worth $773K as of Q2 2026.
Mosaic Family Wealth Partners bought 1,508 Realty Income shares in Q2 2026, an estimated $94K.
Realty Income made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #240 holding.
Mosaic Family Wealth Partners first reported a position in Realty Income in Q4 2022 and has held it in 15 quarters since.
Mosaic Family Wealth Partners's Realty Income position peaked at $1.22M in Q4 2022.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.