YWM
O icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yoder Wealth Management's O Position: Q1 2026 in Review

Yoder Wealth Management increased its Realty Income (O) stake by 8% in Q1 2026, buying an estimated $26.9K and bringing the position to 5,780 shares worth $354K. The position accounts for 0.16% of the portfolio, ranked #80.

Yoder Wealth Management first reported a position in O in Q1 2024 and has held it in 8 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Yoder Wealth Management held 5,780 shares of Realty Income worth $354K as of Q1 2026.
  • Yoder Wealth Management bought 429 Realty Income shares in Q1 2026, an estimated $26.9K.
  • Realty Income made up 0.16% of Yoder Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Yoder Wealth Management first reported a position in Realty Income in Q1 2024 and has held it in 8 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.