MCA
O icon

MSH Capital Advisors’s Realty Income O Stock Holding History

MSH Capital 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 		$3.71M Buy
59,864
+681
+1% +$42.5K 0.65% 43
2026
Q1 		$3.62M Buy
59,183
+1,114
+2% +$69.7K 0.77% 31
2025
Q4 		$3.27M Buy
58,069
+4,328
+8% +$251K 0.7% 34
2025
Q3 		$3.27M Hold
53,741
– – 0.88% 28
2025
Q2 		$3.1M Buy
53,741
+7,911
+17% +$447K 0.89% 29
2025
Q1 		$2.66M Buy
45,830
+25,101
+121% +$1.39M 0.82% 36
2024
Q4 		$1.11M Buy
+20,729
New +$1.21M 0.35% 76

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MSH Capital Advisors's O Position: Q2 2026 in Review

MSH Capital Advisors increased its Realty Income (O) stake by 1.2% in Q2 2026, buying an estimated $42.5K and bringing the position to 59,864 shares worth $3.71M. The position accounts for 0.65% of the portfolio, ranked #43.

MSH Capital Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • MSH Capital Advisors held 59,864 shares of Realty Income worth $3.71M as of Q2 2026.
  • MSH Capital Advisors bought 681 Realty Income shares in Q2 2026, an estimated $42.5K.
  • Realty Income made up 0.65% of MSH Capital Advisors's portfolio in Q2 2026, its #43 holding.
  • MSH Capital Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.