KMWM
O icon

Keudell/Morrison Wealth Management’s Realty Income O Stock Holding History

Keudell/Morrison 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 		$912K Sell
14,726
-682
-4% -$42.5K 0.17% 85
2026
Q1 		$943K Sell
15,408
-2,986
-16% -$187K 0.19% 80
2025
Q4 		$1.04M Buy
+18,394
New +$1.06M 0.22% 73
2025
Q2 		$965K Buy
16,752
+1,252
+8% +$70.8K 0.21% 70
2025
Q1 		$899K Buy
15,500
+1,426
+10% +$78.9K 0.21% 71
2024
Q4 		$752K Buy
14,074
+2,120
+18% +$123K 0.2% 82
2024
Q3 		$758K Buy
11,954
+428
+4% +$25.5K 0.21% 85
2024
Q2 		$609K Buy
11,526
+3,023
+36% +$161K 0.18% 97
2024
Q1 		$460K Buy
8,503
+3,734
+78% +$202K 0.14% 119
2023
Q4 		$274K Buy
+4,769
New +$250K 0.09% 160
2020
Q1 		– Sell
-2,991
Closed -$213K – 149
2019
Q4 		$213K Sell
2,991
-11
-0.4% -$819 0.15% 140
2019
Q3 		$223K Buy
3,002
+1
+0% +$70 0.18% 133
2019
Q2 		$207K Sell
3,001
-102
-3% -$6.97K 0.18% 131
2019
Q1 		$221K Buy
+3,103
New +$206K 0.19% 121

Other funds holding O

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Keudell/Morrison Wealth Management's O Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Realty Income (O) stake by 4.4% in Q2 2026, selling an estimated $42.5K and leaving 14,726 shares worth $912K. The position accounts for 0.17% of the portfolio, ranked #85.

Keudell/Morrison Wealth Management first reported a position in O in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 213 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Keudell/Morrison Wealth Management held 14,726 shares of Realty Income worth $912K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 682 Realty Income shares in Q2 2026, an estimated $42.5K.
  • Realty Income made up 0.17% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Keudell/Morrison Wealth Management first reported a position in Realty Income in Q1 2019 and has held it in 14 quarters since.
  • Keudell/Morrison Wealth Management's Realty Income position peaked at $1.04M in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.