MIM
O icon

MTM Investment Management’s Realty Income O Stock Holding History

MTM 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 		$15.6K Hold
252
– – ﹤0.01% 481
2026
Q1 		$15.4K Hold
252
– – ﹤0.01% 468
2025
Q4 		$14.2K Buy
252
+3
+1% +$174 ﹤0.01% 486
2025
Q3 		$15.1K Buy
249
+3
+1% +$175 ﹤0.01% 488
2025
Q2 		$14.2K Buy
+246
New +$13.9K ﹤0.01% 499

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

MTM Investment Management's O Position: Q2 2026 in Review

MTM Investment Management held its Realty Income (O) position steady in Q2 2026 at 252 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

MTM Investment Management first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • MTM Investment Management held 252 shares of Realty Income worth $15.6K as of Q2 2026.
  • MTM Investment Management left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #481 holding.
  • MTM Investment Management first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.