MBM Wealth Consultants’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
$548K Buy
8,848
+1,332
+18% +$83K 0.11% 86
2026
Q1
$460K Buy
7,516
+630
+9% +$39.4K 0.11% 82
2025
Q4
$388K Buy
6,886
+635
+10% +$36.8K 0.09% 90
2025
Q3
$380K Buy
6,251
+238
+4% +$13.9K 0.09% 89
2025
Q2
$346K Buy
+6,013
New +$340K 0.09% 93

Other funds holding O

MBM Wealth Consultants's O Position: Q2 2026 in Review

MBM Wealth Consultants increased its Realty Income (O) stake by 18% in Q2 2026, buying an estimated $83K and bringing the position to 8,848 shares worth $548K. The position accounts for 0.11% of the portfolio, ranked #86.

MBM Wealth Consultants first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • MBM Wealth Consultants held 8,848 shares of Realty Income worth $548K as of Q2 2026.
  • MBM Wealth Consultants bought 1,332 Realty Income shares in Q2 2026, an estimated $83K.
  • Realty Income made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #86 holding.
  • MBM Wealth Consultants first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.