Y.D. More Investments’s Realty Income O Stock Holding History

Y.D. More Investments’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	$130K	Buy	2,091 +74	+4%	+$4.61K	﹤0.01%	255
2026 Q1	$123K	Sell	2,017 -125	-6%	-$7.83K	﹤0.01%	237
2025 Q4	$121K	Sell	2,142 -700	-25%	-$40.5K	0.01%	227
2025 Q3	$173K	Sell	2,842 -767	-21%	-$44.7K	0.01%	213
2025 Q2	$206K	Buy	3,609 +721	+25%	+$40.8K	0.01%	203
2025 Q1	$168K	Buy	2,888 +391	+16%	+$21.6K	0.01%	220
2024 Q4	$133K	Buy	2,497 +55	+2%	+$3.2K	0.01%	230
2024 Q3	$155K	Buy	2,442 +243	+11%	+$14.5K	0.02%	212
2024 Q2	$116K	Buy	+2,199	New	+$117K	0.01%	230
2023 Q3	–	Sell	-20	Closed	-$1.2K	–	358
2023 Q2	$1.2K	Hold	20	–	–	﹤0.01%	317
2023 Q1	$1.27K	Buy	20 +5	+33%	+$324	﹤0.01%	340
2022 Q4	$960	Buy	+15	New	+$931	﹤0.01%	397

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Y.D. More Investments's O Position: Q2 2026 in Review

Y.D. More Investments increased its Realty Income (O) stake by 3.7% in Q2 2026, buying an estimated $4.61K and bringing the position to 2,091 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Y.D. More Investments first reported a position in O in Q4 2022 and has held it in 12 quarters since. The position peaked at $206K in Q2 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Y.D. More Investments held 2,091 shares of Realty Income worth $130K as of Q2 2026.
Y.D. More Investments bought 74 Realty Income shares in Q2 2026, an estimated $4.61K.
Realty Income made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #255 holding.
Y.D. More Investments first reported a position in Realty Income in Q4 2022 and has held it in 12 quarters since.
Y.D. More Investments's Realty Income position peaked at $206K in Q2 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.