MYIA
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Mount Yale Investment Advisors’s Realty Income O Stock Holding History

Mount Yale 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 		$1.74M Buy
28,370
+16,687
+143% +$1.04M 0.04% 401
2025
Q4 		$662K Buy
11,683
+1,898
+19% +$110K 0.03% 390
2025
Q3 		$595K Buy
9,785
+2,990
+44% +$174K 0.04% 387
2025
Q2 		$391K Buy
6,795
+687
+11% +$38.8K 0.03% 391
2025
Q1 		$354K Sell
6,108
-24
-0.4% -$1.33K 0.03% 392
2024
Q4 		$328K Sell
6,132
-217
-3% -$12.6K 0.03% 420
2024
Q3 		$403K Sell
6,349
-1,223
-16% -$72.8K 0.04% 373
2024
Q2 		$400K Sell
7,572
-1,164
-13% -$62.2K 0.03% 381
2024
Q1 		$473K Buy
8,736
+992
+13% +$53.7K 0.04% 365
2023
Q4 		$445K Buy
7,744
+1,146
+17% +$60.2K 0.04% 340
2023
Q3 		$329K Sell
6,598
-228
-3% -$13.1K 0.04% 372
2023
Q2 		$408K Sell
6,826
-12
-0.2% -$732 0.04% 336
2023
Q1 		$433K Sell
6,838
-14
-0.2% -$907 0.05% 318
2022
Q4 		$435K Buy
+6,852
New +$425K 0.05% 300
2018
Q2 		– Sell
-1,034
Closed -$52K – 993
2018
Q1 		$52K Buy
+1,034
New +$51.5K 0.01% 609

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's O Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Realty Income (O) stake by 143% in Q1 2026, buying an estimated $1.04M and bringing the position to 28,370 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #401.

Mount Yale Investment Advisors first reported a position in O in Q1 2018 and has held it in 15 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Mount Yale Investment Advisors held 28,370 shares of Realty Income worth $1.74M as of Q1 2026.
  • Mount Yale Investment Advisors bought 16,687 Realty Income shares in Q1 2026, an estimated $1.04M.
  • Realty Income made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #401 holding.
  • Mount Yale Investment Advisors first reported a position in Realty Income in Q1 2018 and has held it in 15 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.