Meriwether Wealth & Planning’s Realty Income O Stock Holding History

Meriwether Wealth & Planning’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	$108K	Buy	+1,982	New	+$122K	0.05%	174

Other funds holding O

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Meriwether Wealth & Planning's O Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Realty Income (O) in Q3 2026: 1,982 shares worth $108K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

375 funds tracked by Wall St. Rank hold O as of Q3 2026.

Meriwether Wealth & Planning held 1,982 shares of Realty Income worth $108K as of Q3 2026.
Realty Income was a new Meriwether Wealth & Planning position in Q3 2026.
Realty Income made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #174 holding.
375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.