Mercer Global Advisors
O icon

Mercer Global Advisors’s Realty Income O Stock Holding History

Mercer Global 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
Q1 		$8.86M Buy
144,870
+10,410
+8% +$652K 0.01% 541
2025
Q4 		$7.58M Buy
134,460
+7,632
+6% +$442K 0.01% 577
2025
Q3 		$7.71M Buy
126,828
+10,678
+9% +$622K 0.01% 530
2025
Q2 		$6.69M Buy
116,150
+5,552
+5% +$314K 0.01% 498
2025
Q1 		$6.36M Sell
110,598
-6,665
-6% -$369K 0.01% 482
2024
Q4 		$6.26M Sell
117,263
-37,392
-24% -$2.18M 0.02% 489
2024
Q3 		$9.76M Sell
154,655
-5,387
-3% -$321K 0.02% 330
2024
Q2 		$6.62M Buy
160,042
+337
+0.2% +$18K 0.02% 390
2024
Q1 		$8.65M Buy
159,705
+46,955
+42% +$2.54M 0.02% 335
2023
Q4 		$6.47M Buy
112,750
+53,655
+91% +$2.82M 0.02% 401
2023
Q3 		$2.95M Buy
59,095
+9,137
+18% +$525K 0.01% 586
2023
Q2 		$2.99M Sell
49,958
-8,106
-14% -$495K 0.01% 601
2023
Q1 		$3.68M Buy
58,064
+2,237
+4% +$145K 0.02% 502
2022
Q4 		$3.54M Buy
55,827
+3,412
+7% +$212K 0.02% 519
2022
Q3 		$3.05M Buy
52,415
+8,476
+19% +$584K 0.02% 520
2022
Q2 		$3M Sell
43,939
-1,339
-3% -$92K 0.02% 505
2022
Q1 		$3.14M Sell
45,278
-9,005
-17% -$612K 0.02% 515
2021
Q4 		$3.89M Buy
54,283
+15,824
+41% +$1.09M 0.02% 432
2021
Q3 		$2.42M Buy
38,459
+19,707
+105% +$1.33M 0.02% 547
2021
Q2 		$1.21M Buy
18,752
+5,271
+39% +$346K 0.01% 750
2021
Q1 		$830K Buy
13,481
+6,371
+90% +$377K 0.01% 863
2020
Q4 		$428K Sell
7,110
-261
-4% -$15.4K 0.01% 926
2020
Q3 		$434K Sell
7,371
-5,229
-42% -$309K 0.01% 826
2020
Q2 		$726K Sell
12,600
-2,119
-14% -$113K 0.01% 564
2020
Q1 		$711K Sell
14,719
-13,276
-47% -$925K 0.02% 568
2019
Q4 		$2M Sell
27,995
-3,597
-11% -$268K 0.04% 341
2019
Q3 		$2.35M Buy
31,592
+3,406
+12% +$239K 0.06% 268
2019
Q2 		$1.88M Buy
28,186
+2,287
+9% +$156K 0.05% 298
2019
Q1 		$1.85M Buy
+25,899
New +$1.72M 0.07% 256

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mercer Global Advisors's O Position: Q1 2026 in Review

Mercer Global Advisors increased its Realty Income (O) stake by 7.7% in Q1 2026, buying an estimated $652K and bringing the position to 144,870 shares worth $8.86M. The position accounts for 0.01% of the portfolio, ranked #541.

Mercer Global Advisors first reported a position in O in Q1 2019 and has held it in 29 quarters since. The position peaked at $9.76M in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Mercer Global Advisors held 144,870 shares of Realty Income worth $8.86M as of Q1 2026.
  • Mercer Global Advisors bought 10,410 Realty Income shares in Q1 2026, an estimated $652K.
  • Realty Income made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #541 holding.
  • Mercer Global Advisors first reported a position in Realty Income in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Realty Income position peaked at $9.76M in Q3 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.