MPWT
O icon

MassMutual Private Wealth & Trust’s Realty Income O Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.08M Buy
17,381
+39
+0.2% +$2.43K 0.03% 247
2026
Q1 		$1.06M Sell
17,342
-628
-3% -$39.3K 0.03% 238
2025
Q4 		$1.01M Sell
17,970
-206
-1% -$11.9K 0.03% 238
2025
Q3 		$1.1M Buy
18,176
+284
+2% +$16.5K 0.03% 232
2025
Q2 		$1.03M Sell
17,892
-58
-0.3% -$3.28K 0.03% 240
2025
Q1 		$1.04M Buy
17,950
+692
+4% +$38.3K 0.03% 241
2024
Q4 		$922K Buy
17,258
+400
+2% +$23.3K 0.03% 256
2024
Q3 		$1.07M Buy
16,858
+524
+3% +$31.2K 0.03% 236
2024
Q2 		$863K Sell
16,334
-641
-4% -$34.2K 0.03% 248
2024
Q1 		$918K Buy
16,975
+1,460
+9% +$79.1K 0.03% 242
2023
Q4 		$891K Buy
15,515
+1,174
+8% +$61.6K 0.03% 237
2023
Q3 		$716K Buy
14,341
+104
+0.7% +$5.98K 0.03% 249
2023
Q2 		$851K Buy
14,237
+88
+0.6% +$5.37K 0.03% 233
2023
Q1 		$896K Buy
14,149
+386
+3% +$25K 0.03% 229
2022
Q4 		$873K Sell
13,763
-314
-2% -$19.5K 0.04% 229
2022
Q3 		$819K Buy
14,077
+320
+2% +$22.1K 0.04% 228
2022
Q2 		$939K Sell
13,757
-1,469
-10% -$101K 0.04% 225
2022
Q1 		$1.05M Sell
15,226
-686
-4% -$46.6K 0.04% 227
2021
Q4 		$1.14M Sell
15,912
-498
-3% -$34.2K 0.04% 232
2021
Q3 		$1.03M Buy
16,410
+826
+5% +$55.8K 0.04% 226
2021
Q2 		$1.01M Buy
15,584
+72
+0.5% +$4.73K 0.04% 230
2021
Q1 		$954K Sell
15,512
-14
-0.1% -$829 0.04% 230
2020
Q4 		$935K Sell
15,526
-212
-1% -$12.5K 0.05% 221
2020
Q3 		$926K Buy
15,738
+258
+2% +$15.3K 0.05% 210
2020
Q2 		$893K Hold
15,480
– – 0.06% 203
2020
Q1 		$748K Hold
15,480
– – 0.06% 200
2019
Q4 		$1.1M Hold
15,480
– – 0.07% 198
2019
Q3 		$1.15M Hold
15,480
– – 0.08% 192
2019
Q2 		$1.03M Hold
15,480
– – 0.07% 199
2019
Q1 		$1.1M Hold
15,480
– – 0.08% 194
2018
Q4 		$946K Hold
15,480
– – 0.08% 184
2018
Q3 		$853K Hold
15,480
– – 0.06% 210
2018
Q2 		$807K Sell
15,480
-47
-0.3% -$2.38K 0.06% 209
2018
Q1 		$778K Buy
15,527
+15,489
+40,761% +$772K 0.06% 209
2017
Q4 		$2.11K Buy
+38
New +$2.06K ﹤0.01% 760
2016
Q2 		$10.4K Hold
155
– – ﹤0.01% 507
2016
Q1 		$9.38K Sell
155
-84
-35% -$4.68K ﹤0.01% 543
2015
Q4 		$12K Buy
+239
New +$11.4K ﹤0.01% 462
2015
Q2 		– Sell
-239
Closed -$12K – 801
2015
Q1 		$12K Buy
+239
New +$12K ﹤0.01% 473

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's O Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Realty Income (O) stake by 0.22% in Q2 2026, buying an estimated $2.43K and bringing the position to 17,381 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #247.

MassMutual Private Wealth & Trust first reported a position in O in Q1 2015 and has held it in 39 quarters since. The position peaked at $1.15M in Q3 2019. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • MassMutual Private Wealth & Trust held 17,381 shares of Realty Income worth $1.08M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 39 Realty Income shares in Q2 2026, an estimated $2.43K.
  • Realty Income made up 0.03% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #247 holding.
  • MassMutual Private Wealth & Trust first reported a position in Realty Income in Q1 2015 and has held it in 39 quarters since.
  • MassMutual Private Wealth & Trust's Realty Income position peaked at $1.15M in Q3 2019.
  • 639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.