Moss Adams Wealth Advisors’s Realty Income O Stock Holding History

Moss Adams Wealth 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	$352K	Sell	5,688 -98	-2%	-$6.11K	0.02%	194
2026 Q1	$356K	Buy	5,786 +658	+13%	+$41.2K	0.03%	186
2025 Q4	$290K	Buy	5,128 +15	+0.3%	+$868	0.02%	203
2025 Q3	$311K	Buy	5,113 +149	+3%	+$8.68K	0.02%	183
2025 Q2	$286K	Buy	4,964 +952	+24%	+$53.8K	0.03%	199
2025 Q1	$233K	Buy	+4,012	New	+$222K	0.02%	186
2024 Q4	–	Sell	-3,433	Closed	-$218K	–	218
2024 Q3	$218K	Buy	+3,433	New	+$204K	0.02%	182

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Moss Adams Wealth Advisors's O Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Realty Income (O) stake by 1.7% in Q2 2026, selling an estimated $6.11K and leaving 5,688 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #194.

Moss Adams Wealth Advisors first reported a position in O in Q3 2024 and has held it in 7 quarters since. The position peaked at $356K in Q1 2026. 467 funds tracked by Wall St. Rank hold O as of Q2 2026.

Moss Adams Wealth Advisors held 5,688 shares of Realty Income worth $352K as of Q2 2026.
Moss Adams Wealth Advisors sold 98 Realty Income shares in Q2 2026, an estimated $6.11K.
Realty Income made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Moss Adams Wealth Advisors first reported a position in Realty Income in Q3 2024 and has held it in 7 quarters since.
Moss Adams Wealth Advisors's Realty Income position peaked at $356K in Q1 2026.
467 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.