Yoder Wealth Management’s Realty Income O Stock Holding History

Yoder Wealth Management’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 Q3	$314K	Sell	5,783 -26	-0.4%	-$1.6K	0.12%	101
2026 Q2	$360K	Buy	5,809 +29	+0.5%	+$1.81K	0.14%	89
2026 Q1	$354K	Buy	5,780 +429	+8%	+$26.9K	0.16%	80
2025 Q4	$302K	Buy	5,351 +227	+4%	+$13.1K	0.14%	92
2025 Q3	$311K	Buy	5,124 +309	+6%	+$18K	0.15%	85
2025 Q2	$277K	Buy	4,815 +264	+6%	+$14.9K	0.14%	89
2025 Q1	$264K	Buy	4,551 +22	+0.5%	+$1.22K	0.15%	90
2024 Q4	$242K	Buy	4,529 +236	+5%	+$13.7K	0.13%	93
2024 Q3	$272K	Buy	+4,293	New	+$255K	0.16%	90
2024 Q2	–	Sell	-3,707	Closed	-$201K	–	110
2024 Q1	$201K	Buy	+3,707	New	+$201K	0.13%	105

Other funds holding O

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Yoder Wealth Management's O Position: Q3 2026 in Review

Yoder Wealth Management reduced its Realty Income (O) stake by 0.45% in Q3 2026, selling an estimated $1.6K and leaving 5,783 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #101.

Yoder Wealth Management first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $360K in Q2 2026. 233 funds tracked by Wall St. Rank hold O as of Q3 2026.

Yoder Wealth Management held 5,783 shares of Realty Income worth $314K as of Q3 2026.
Yoder Wealth Management sold 26 Realty Income shares in Q3 2026, an estimated $1.6K.
Realty Income made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #101 holding.
Yoder Wealth Management first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
Yoder Wealth Management's Realty Income position peaked at $360K in Q2 2026.
233 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.