MFG
O icon

Merit Financial Group’s Realty Income O Stock Holding History

Merit Financial Group’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 		$2.46M Sell
39,745
-890
-2% -$55.5K 0.02% 664
2026
Q1 		$2.49M Buy
40,635
+1,575
+4% +$98.6K 0.02% 588
2025
Q4 		$2.2M Buy
39,060
+1,955
+5% +$113K 0.02% 609
2025
Q3 		$2.26M Buy
37,105
+601
+2% +$35K 0.02% 531
2025
Q2 		$2.1M Buy
36,504
+14,252
+64% +$806K 0.02% 502
2025
Q1 		$1.29M Buy
22,252
+5,793
+35% +$321K 0.02% 561
2024
Q4 		$879K Sell
16,459
-8,778
-35% -$511K 0.02% 538
2024
Q3 		$1.6M Buy
25,237
+17,217
+215% +$1.02M 0.04% 313
2024
Q2 		$424K Buy
8,020
+449
+6% +$24K 0.01% 623
2024
Q1 		$418K Buy
7,571
+3,231
+74% +$175K 0.01% 603
2023
Q4 		$249K Buy
+4,340
New +$228K 0.01% 669
2022
Q3 		– Sell
-3,443
Closed -$235K – 621
2022
Q2 		$235K Buy
+3,443
New +$237K 0.01% 491

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Merit Financial Group's O Position: Q2 2026 in Review

Merit Financial Group reduced its Realty Income (O) stake by 2.2% in Q2 2026, selling an estimated $55.5K and leaving 39,745 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #664.

Merit Financial Group first reported a position in O in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.49M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Merit Financial Group held 39,745 shares of Realty Income worth $2.46M as of Q2 2026.
  • Merit Financial Group sold 890 Realty Income shares in Q2 2026, an estimated $55.5K.
  • Realty Income made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #664 holding.
  • Merit Financial Group first reported a position in Realty Income in Q2 2022 and has held it in 12 quarters since.
  • Merit Financial Group's Realty Income position peaked at $2.49M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.