M3 Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.66M Buy
43,009
+265
+0.6% +$16.5K 1.73% 27
2026
Q1
$2.62M Buy
42,744
+680
+2% +$42.6K 2.01% 24
2025
Q4
$2.37M Buy
+42,064
New +$2.44M 1.93% 26

Other funds holding O

M3 Wealth Management's O Position: Q2 2026 in Review

M3 Wealth Management increased its Realty Income (O) stake by 0.62% in Q2 2026, buying an estimated $16.5K and bringing the position to 43,009 shares worth $2.66M. The position accounts for 1.73% of the portfolio, ranked #27.

M3 Wealth Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • M3 Wealth Management held 43,009 shares of Realty Income worth $2.66M as of Q2 2026.
  • M3 Wealth Management bought 265 Realty Income shares in Q2 2026, an estimated $16.5K.
  • Realty Income made up 1.73% of M3 Wealth Management's portfolio in Q2 2026, its #27 holding.
  • M3 Wealth Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.