ML
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McAdam LLC’s Realty Income O Stock Holding History

McAdam LLC’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 		$324K Buy
5,224
+290
+6% +$18.1K 0.01% 365
2026
Q1 		$302K Buy
4,934
+435
+10% +$27.2K 0.01% 342
2025
Q4 		$254K Buy
4,499
+201
+5% +$11.6K 0.01% 354
2025
Q3 		$261K Buy
4,298
+467
+12% +$27.2K 0.01% 333
2025
Q2 		$221K Buy
3,831
+220
+6% +$12.4K 0.01% 347
2025
Q1 		$209K Buy
+3,611
New +$200K 0.01% 321

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

McAdam LLC's O Position: Q2 2026 in Review

McAdam LLC increased its Realty Income (O) stake by 5.9% in Q2 2026, buying an estimated $18.1K and bringing the position to 5,224 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #365.

McAdam LLC first reported a position in O in Q1 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • McAdam LLC held 5,224 shares of Realty Income worth $324K as of Q2 2026.
  • McAdam LLC bought 290 Realty Income shares in Q2 2026, an estimated $18.1K.
  • Realty Income made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #365 holding.
  • McAdam LLC first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.