MWM
O icon

Meadowbrook Wealth Management’s Realty Income O Stock Holding History

Meadowbrook Wealth Management’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 		$408K Sell
6,603
-80
-1% -$4.99K 0.44% 49
2026
Q1 		$409K Sell
6,683
-150
-2% -$9.39K 0.54% 46
2025
Q4 		$385K Hold
6,833
– – 0.44% 48
2025
Q3 		$415K Buy
+6,833
New +$398K 0.43% 51

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Realty Income (O) stake by 1.2% in Q2 2026, selling an estimated $4.99K and leaving 6,603 shares worth $408K. The position accounts for 0.44% of the portfolio, ranked #49.

Meadowbrook Wealth Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $415K in Q3 2025. 831 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Meadowbrook Wealth Management held 6,603 shares of Realty Income worth $408K as of Q2 2026.
  • Meadowbrook Wealth Management sold 80 Realty Income shares in Q2 2026, an estimated $4.99K.
  • Realty Income made up 0.44% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Meadowbrook Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Realty Income position peaked at $415K in Q3 2025.
  • 831 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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