MIM
O icon

Moseley Investment Management’s Realty Income O Stock Holding History

Moseley Investment 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
Q1 		$688K Sell
11,242
-508
-4% -$31.8K 0.22% 71
2025
Q4 		$662K Sell
11,750
-1,185
-9% -$68.6K 0.2% 78
2025
Q3 		$786K Sell
12,935
-630
-5% -$36.7K 0.24% 76
2025
Q2 		$781K Buy
13,565
+175
+1% +$9.9K 0.27% 75
2025
Q1 		$777K Buy
13,390
+391
+3% +$21.6K 0.3% 73
2024
Q4 		$694K Sell
12,999
-58
-0.4% -$3.38K 0.27% 73
2024
Q3 		$828K Buy
13,057
+1
+0% +$60 0.33% 66
2024
Q2 		$690K Buy
13,056
+131
+1% +$7K 0.32% 71
2024
Q1 		$699K Buy
12,925
+990
+8% +$53.6K 0.35% 69
2023
Q4 		$685K Buy
11,935
+1,716
+17% +$90.1K 0.38% 62
2023
Q3 		$510K Buy
10,219
+771
+8% +$44.3K 0.31% 75
2023
Q2 		$565K Buy
9,448
+1,373
+17% +$83.8K 0.33% 73
2023
Q1 		$511K Buy
8,075
+1,852
+30% +$120K 0.33% 74
2022
Q4 		$395K Sell
6,223
-262
-4% -$16.3K 0.28% 86
2022
Q3 		$377K Buy
6,485
+390
+6% +$26.9K 0.28% 90
2022
Q2 		$416K Buy
6,095
+625
+11% +$42.9K 0.29% 89
2022
Q1 		$379K Buy
5,470
+224
+4% +$15.2K 0.2% 112
2021
Q4 		$376K Sell
5,246
-22
-0.4% -$1.51K 0.17% 127
2021
Q3 		$336K Buy
5,268
+619
+13% +$41.8K 0.17% 128
2021
Q2 		$301K Buy
4,649
+601
+15% +$39.5K 0.15% 136
2021
Q1 		$249K Buy
+4,048
New +$240K 0.14% 149

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moseley Investment Management's O Position: Q1 2026 in Review

Moseley Investment Management reduced its Realty Income (O) stake by 4.3% in Q1 2026, selling an estimated $31.8K and leaving 11,242 shares worth $688K. The position accounts for 0.22% of the portfolio, ranked #71.

Moseley Investment Management first reported a position in O in Q1 2021 and has held it in 21 quarters since. The position peaked at $828K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Moseley Investment Management held 11,242 shares of Realty Income worth $688K as of Q1 2026.
  • Moseley Investment Management sold 508 Realty Income shares in Q1 2026, an estimated $31.8K.
  • Realty Income made up 0.22% of Moseley Investment Management's portfolio in Q1 2026, its #71 holding.
  • Moseley Investment Management first reported a position in Realty Income in Q1 2021 and has held it in 21 quarters since.
  • Moseley Investment Management's Realty Income position peaked at $828K in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.