MGI
O icon

Miller Global Investments’s Realty Income O Stock Holding History

Miller Global Investments’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 		$978K Hold
15,780
– – 0.81% 34
2026
Q1 		$965K Sell
15,780
-90
-0.6% -$5.63K 0.89% 34
2025
Q4 		$895K Buy
+15,870
New +$919K 0.81% 34

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Miller Global Investments's O Position: Q2 2026 in Review

Miller Global Investments held its Realty Income (O) position steady in Q2 2026 at 15,780 shares worth $978K. The position accounts for 0.81% of the portfolio, ranked #34.

Miller Global Investments first reported a position in O in Q4 2025 and has held it in 3 quarters since. 774 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Miller Global Investments held 15,780 shares of Realty Income worth $978K as of Q2 2026.
  • Miller Global Investments left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.81% of Miller Global Investments's portfolio in Q2 2026, its #34 holding.
  • Miller Global Investments first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 774 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.