Meadowbrook Wealth Management
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
Q3 		$359K Hold
6,603
– – 0.38% 57
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meadowbrook Wealth Management's O Position: Q3 2026 in Review

Meadowbrook Wealth Management held its Realty Income (O) position steady in Q3 2026 at 6,603 shares worth $359K. The position accounts for 0.38% of the portfolio, ranked #57.

Meadowbrook Wealth Management first reported a position in O in Q3 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 807 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Meadowbrook Wealth Management held 6,603 shares of Realty Income worth $359K as of Q3 2026.
  • Meadowbrook Wealth Management left its Realty Income share count unchanged in Q3 2026.
  • Realty Income made up 0.38% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Meadowbrook Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 5 quarters since.
  • Meadowbrook Wealth Management's Realty Income position peaked at $415K in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.