MEG
O icon

Millstone Evans Group’s Realty Income O Stock Holding History

Millstone Evans 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 		$46.5K Buy
750
+10
+1% +$623 0.03% 359
2026
Q1 		$45.3K Buy
740
+41
+6% +$2.57K 0.03% 346
2025
Q4 		$39.4K Hold
699
– – 0.02% 371
2025
Q3 		$42.5K Buy
699
+61
+10% +$3.55K 0.03% 337
2025
Q2 		$36.8K Hold
638
– – 0.03% 360
2025
Q1 		$37K Hold
638
– – 0.03% 348
2024
Q4 		$34.1K Buy
+638
New +$37.2K 0.02% 351

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millstone Evans Group's O Position: Q2 2026 in Review

Millstone Evans Group increased its Realty Income (O) stake by 1.4% in Q2 2026, buying an estimated $623 and bringing the position to 750 shares worth $46.5K. The position accounts for 0.03% of the portfolio, ranked #359.

Millstone Evans Group first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,216 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Millstone Evans Group held 750 shares of Realty Income worth $46.5K as of Q2 2026.
  • Millstone Evans Group bought 10 Realty Income shares in Q2 2026, an estimated $623.
  • Realty Income made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #359 holding.
  • Millstone Evans Group first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,216 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.