Meridian Wealth Management’s Realty Income O Stock Holding History

Meridian 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	$656K	Sell	10,587 -2,241	-17%	-$140K	0.02%	478
2026 Q1	$785K	Sell	12,828 -152	-1%	-$9.52K	0.03%	403
2025 Q4	$732K	Buy	12,980 +7,543	+139%	+$437K	0.03%	407
2025 Q3	$331K	Sell	5,437 -6	-0.1%	-$350	0.01%	564
2025 Q2	$314K	Sell	5,443 -137	-2%	-$7.75K	0.01%	551
2025 Q1	$324K	Buy	5,580 +142	+3%	+$7.86K	0.02%	508
2024 Q4	$290K	Buy	5,438 +96	+2%	+$5.59K	0.01%	523
2024 Q3	$339K	Buy	+5,342	New	+$318K	0.02%	490
2024 Q1	–	Sell	-5,918	Closed	-$340K	–	398
2023 Q4	$340K	Sell	5,918 -4,872	-45%	-$256K	0.02%	471
2023 Q3	$539K	Buy	10,790 +5,540	+106%	+$319K	0.03%	349
2023 Q2	$314K	Buy	5,250 +513	+11%	+$31.3K	0.03%	425
2023 Q1	$300K	Sell	4,737 -17	-0.4%	-$1.1K	0.03%	424
2022 Q4	$302K	Buy	4,754 +56	+1%	+$3.48K	0.03%	412
2022 Q3	$273K	Sell	4,698 -1,043	-18%	-$71.9K	0.03%	384
2022 Q2	$392K	Buy	5,741 +2,215	+63%	+$152K	0.03%	396
2022 Q1	$244K	Buy	+3,526	New	+$240K	0.03%	346
2019 Q3	–	Sell	-1,736	Closed	-$1.16K	–	387
2019 Q2	$1.16K	Buy	+1,736	New	+$119K	0.05%	263

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Meridian Wealth Management reduced its Realty Income (O) stake by 17% in Q2 2026, selling an estimated $140K and leaving 10,587 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #478.

Meridian Wealth Management first reported a position in O in Q2 2019 and has held it in 17 quarters since. The position peaked at $785K in Q1 2026. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

Meridian Wealth Management held 10,587 shares of Realty Income worth $656K as of Q2 2026.
Meridian Wealth Management sold 2,241 Realty Income shares in Q2 2026, an estimated $140K.
Realty Income made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #478 holding.
Meridian Wealth Management first reported a position in Realty Income in Q2 2019 and has held it in 17 quarters since.
Meridian Wealth Management's Realty Income position peaked at $785K in Q1 2026.
881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.