RYIA
O icon

Roehl & Yi Investment Advisors’s Realty Income O Stock Holding History

Roehl & Yi 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
Q2 		$837K Sell
13,514
-1,397
-9% -$87.1K 0.28% 78
2026
Q1 		$912K Sell
14,911
-222
-1% -$13.9K 0.34% 60
2025
Q4 		$853K Sell
15,133
-49
-0.3% -$2.84K 0.34% 65
2025
Q3 		$923K Sell
15,182
-513
-3% -$29.9K 0.4% 52
2025
Q2 		$904K Hold
15,695
– – 0.46% 46
2025
Q1 		$910K Buy
15,695
+218
+1% +$12.1K 0.49% 43
2024
Q4 		$827K Buy
+15,477
New +$901K 0.46% 52

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

Roehl & Yi Investment Advisors's O Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Realty Income (O) stake by 9.4% in Q2 2026, selling an estimated $87.1K and leaving 13,514 shares worth $837K. The position accounts for 0.28% of the portfolio, ranked #78.

Roehl & Yi Investment Advisors first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $923K in Q3 2025. 1,455 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Roehl & Yi Investment Advisors held 13,514 shares of Realty Income worth $837K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 1,397 Realty Income shares in Q2 2026, an estimated $87.1K.
  • Realty Income made up 0.28% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Roehl & Yi Investment Advisors first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Realty Income position peaked at $923K in Q3 2025.
  • 1,455 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.