YDMI
O icon

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
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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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.