Brown Miller Wealth Management’s Realty Income O Stock Holding History

Brown Miller 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 Q2	$2.58M	Buy	41,583 +659	+2%	+$41.1K	0.65%	40
2026 Q1	$2.5M	Buy	40,924 +1,123	+3%	+$70.3K	0.71%	37
2025 Q4	$2.24M	Buy	39,801 +1,260	+3%	+$73K	0.62%	41
2025 Q3	$2.33M	Buy	38,541 +1,474	+4%	+$85.9K	0.66%	39
2025 Q2	$2.13M	Buy	37,067 +2,022	+6%	+$114K	0.66%	40
2025 Q1	$2.02M	Buy	35,045 +736	+2%	+$40.7K	0.7%	41
2024 Q4	$1.83M	Buy	34,309 +1,208	+4%	+$70.4K	0.7%	42
2024 Q3	$2.09M	Buy	33,101 +475	+1%	+$28.3K	0.81%	40
2024 Q2	$1.72M	Buy	32,626 +522	+2%	+$27.9K	0.72%	43
2024 Q1	$1.74M	Buy	32,104 +23,485	+272%	+$1.27M	0.77%	41
2023 Q4	$495K	Buy	8,619 +69	+0.8%	+$3.62K	0.25%	79
2023 Q3	$427K	Buy	8,550 +194	+2%	+$11.2K	0.24%	79
2023 Q2	$500K	Buy	8,356 +5,115	+158%	+$312K	0.27%	69
2023 Q1	$205K	Hold	3,241	–	–	0.12%	113
2022 Q4	$206K	Buy	+3,241	New	+$201K	0.13%	117
2022 Q3	–	Sell	-3,241	Closed	-$221K	–	119
2022 Q2	$221K	Hold	3,241	–	–	0.15%	105
2022 Q1	$225K	Sell	3,241 -57	-2%	-$3.88K	0.13%	109
2021 Q4	$236K	Sell	3,298 -47	-1%	-$3.23K	0.14%	110
2021 Q3	$210K	Hold	3,345	–	–	0.13%	115
2021 Q2	$216K	Hold	3,345	–	–	0.14%	111
2021 Q1	$206K	Hold	3,345	–	–	0.15%	109
2020 Q4	$201K	Buy	+3,345	New	+$198K	0.15%	104

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Brown Miller Wealth Management's O Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Realty Income (O) stake by 1.6% in Q2 2026, buying an estimated $41.1K and bringing the position to 41,583 shares worth $2.58M. The position accounts for 0.65% of the portfolio, ranked #40.

Brown Miller Wealth Management first reported a position in O in Q4 2020 and has held it in 22 quarters since. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

Brown Miller Wealth Management held 41,583 shares of Realty Income worth $2.58M as of Q2 2026.
Brown Miller Wealth Management bought 659 Realty Income shares in Q2 2026, an estimated $41.1K.
Realty Income made up 0.65% of Brown Miller Wealth Management's portfolio in Q2 2026, its #40 holding.
Brown Miller Wealth Management first reported a position in Realty Income in Q4 2020 and has held it in 22 quarters since.
419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.