MTI
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Merrithew & Thorsten Inc’s Realty Income O Stock Holding History

Merrithew & Thorsten Inc’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 		$2.37M Sell
38,198
-794
-2% -$49.5K 2.02% 8
2026
Q1 		$2.38M Sell
38,992
-197
-0.5% -$12.3K 2.25% 8
2025
Q4 		$2.21M Buy
+39,189
New +$2.27M 2.34% 8

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

Merrithew & Thorsten Inc's O Position: Q2 2026 in Review

Merrithew & Thorsten Inc reduced its Realty Income (O) stake by 2% in Q2 2026, selling an estimated $49.5K and leaving 38,198 shares worth $2.37M. The position accounts for 2.02% of the portfolio, ranked #8.

Merrithew & Thorsten Inc first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Merrithew & Thorsten Inc held 38,198 shares of Realty Income worth $2.37M as of Q2 2026.
  • Merrithew & Thorsten Inc sold 794 Realty Income shares in Q2 2026, an estimated $49.5K.
  • Realty Income made up 2.02% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #8 holding.
  • Merrithew & Thorsten Inc first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Merrithew & Thorsten Inc's Realty Income position peaked at $2.38M in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.