MeadowBrook Investment Advisors’s Realty Income O Stock Holding History

MeadowBrook Investment Advisors’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	$328K	Buy	5,295 +925	+21%	+$57.7K	0.26%	78
2026 Q1	$267K	Sell	4,370 -2,300	-34%	-$144K	0.24%	86
2025 Q4	$376K	Buy	6,670 +255	+4%	+$14.8K	0.32%	68
2025 Q3	$390K	Buy	6,415 +300	+5%	+$17.5K	0.33%	68
2025 Q2	$352K	Buy	6,115 +600	+11%	+$33.9K	0.31%	76
2025 Q1	$320K	Sell	5,515 -395	-7%	-$21.9K	0.3%	77
2024 Q4	$316K	Buy	5,910 +995	+20%	+$57.9K	0.28%	82
2024 Q3	$312K	Sell	4,915 -1,177	-19%	-$70K	0.28%	80
2024 Q2	$322K	Buy	6,092 +200	+3%	+$10.7K	0.3%	73
2024 Q1	$319K	Buy	5,892 +1,222	+26%	+$66.2K	0.3%	79
2023 Q4	$268K	Buy	+4,670	New	+$245K	0.26%	89

Other funds holding O

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

MeadowBrook Investment Advisors's O Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Realty Income (O) stake by 21% in Q2 2026, buying an estimated $57.7K and bringing the position to 5,295 shares worth $328K. The position accounts for 0.26% of the portfolio, ranked #78.

MeadowBrook Investment Advisors first reported a position in O in Q4 2023 and has held it in 11 quarters since. The position peaked at $390K in Q3 2025. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

MeadowBrook Investment Advisors held 5,295 shares of Realty Income worth $328K as of Q2 2026.
MeadowBrook Investment Advisors bought 925 Realty Income shares in Q2 2026, an estimated $57.7K.
Realty Income made up 0.26% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #78 holding.
MeadowBrook Investment Advisors first reported a position in Realty Income in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Realty Income position peaked at $390K in Q3 2025.
419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.