MFIM
O icon

Mesirow Financial Investment Management’s Realty Income O Stock Holding History

Mesirow Financial Investment 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 		$252K Sell
4,067
-894
-18% -$55.7K ﹤0.01% 470
2026
Q1 		$303K Buy
4,961
+27
+0.5% +$1.69K ﹤0.01% 426
2025
Q4 		$278K Buy
4,934
+27
+0.6% +$1.56K 0.01% 416
2025
Q3 		$298K Sell
4,907
-16
-0.3% -$932 0.01% 455
2025
Q2 		$284K Buy
4,923
+850
+21% +$48.1K 0.01% 446
2025
Q1 		$236K Sell
4,073
-289
-7% -$16K ﹤0.01% 505
2024
Q4 		$233K Buy
+4,362
New +$254K ﹤0.01% 519

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

Mesirow Financial Investment Management's O Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Realty Income (O) stake by 18% in Q2 2026, selling an estimated $55.7K and leaving 4,067 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Mesirow Financial Investment Management first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Mesirow Financial Investment Management held 4,067 shares of Realty Income worth $252K as of Q2 2026.
  • Mesirow Financial Investment Management sold 894 Realty Income shares in Q2 2026, an estimated $55.7K.
  • Realty Income made up ﹤0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #470 holding.
  • Mesirow Financial Investment Management first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Mesirow Financial Investment Management's Realty Income position peaked at $303K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.