Plante Moran Financial Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.6K | Buy |
1,156
+313
| +37% | +$19.5K | ﹤0.01% | 295 |
|
|
2026
Q1 | $51.6K | Buy |
843
+43
| +5% | +$2.69K | ﹤0.01% | 307 |
|
|
2025
Q4 | $45.1K | Hold |
800
| – | – | ﹤0.01% | 343 |
|
|
2025
Q3 | $48.6K | Sell |
800
-8
| -1% | -$466 | ﹤0.01% | 342 |
|
|
2025
Q2 | $46.5K | Buy |
808
+8
| +1% | +$452 | ﹤0.01% | 346 |
|
|
2025
Q1 | $46.4K | Buy |
800
+31
| +4% | +$1.72K | ﹤0.01% | 353 |
|
|
2024
Q4 | $41.1K | Hold |
769
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $48.8K | Buy |
+769
| New | +$45.8K | ﹤0.01% | 388 |
|
|
2023
Q4 | – | Sell |
-484
| Closed | -$24.2K | – | 867 |
|
|
2023
Q3 | $24.2K | Buy |
484
+73
| +18% | +$4.2K | ﹤0.01% | 396 |
|
|
2023
Q2 | $24.6K | Hold |
411
| – | – | ﹤0.01% | 403 |
|
|
2023
Q1 | $26K | Buy |
411
+5
| +1% | +$324 | ﹤0.01% | 398 |
|
|
2022
Q4 | $25.8K | Buy |
406
+5
| +1% | +$310 | ﹤0.01% | 417 |
|
|
2022
Q3 | $23K | Sell |
401
-58
| -13% | -$4K | ﹤0.01% | 431 |
|
|
2022
Q2 | $31K | Buy |
459
+66
| +17% | +$4.53K | 0.01% | 385 |
|
|
2022
Q1 | $27K | Sell |
393
-483
| -55% | -$32.8K | 0.01% | 434 |
|
|
2021
Q4 | $63K | Sell |
876
-356
| -29% | -$24.5K | 0.01% | 315 |
|
|
2021
Q3 | $77K | Buy |
1,232
+839
| +213% | +$56.6K | 0.02% | 305 |
|
|
2021
Q2 | $25K | Sell |
393
-742
| -65% | -$48.8K | 0.01% | 520 |
|
|
2021
Q1 | $70K | Buy |
1,135
+96
| +9% | +$5.69K | 0.02% | 295 |
|
|
2020
Q4 | $63K | Buy |
1,039
+624
| +150% | +$36.9K | 0.02% | 313 |
|
|
2020
Q3 | $24K | Buy |
415
+5
| +1% | +$296 | 0.01% | 461 |
|
|
2020
Q2 | $24K | Buy |
410
+117
| +40% | +$6.23K | 0.01% | 399 |
|
|
2020
Q1 | $14K | Buy |
293
+3
| +1% | +$209 | 0.01% | 453 |
|
|
2019
Q4 | $21K | Buy |
290
+2
| +0.7% | +$149 | 0.01% | 457 |
|
|
2019
Q3 | $21K | Buy |
288
+3
| +1% | +$210 | 0.01% | 487 |
|
|
2019
Q2 | $19K | Buy |
285
+2
| +0.7% | +$137 | 0.01% | 486 |
|
|
2019
Q1 | $20K | Buy |
283
+51
| +22% | +$3.38K | 0.01% | 476 |
|
|
2018
Q4 | $14K | Buy |
+232
| New | +$13.9K | ﹤0.01% | 465 |
|
|
2018
Q3 | – | Sell |
-260
| Closed | -$14K | – | 825 |
|
|
2018
Q2 | $14K | Buy |
260
+66
| +34% | +$3.35K | 0.01% | 513 |
|
|
2018
Q1 | $10K | Buy |
+194
| New | +$9.67K | 0.01% | 607 |
|
|
2017
Q2 | – | Sell |
-136
| Closed | -$8K | – | 883 |
|
|
2017
Q1 | $8K | Buy |
136
+20
| +17% | +$1.16K | ﹤0.01% | 621 |
|
|
2016
Q4 | $6K | Buy |
+116
| New | +$6.51K | ﹤0.01% | 682 |
|
|
2015
Q1 | – | Sell |
-15
| Closed | -$1K | – | 776 |
|
|
2014
Q4 | $1K | Buy |
+15
| New | +$665 | ﹤0.01% | 786 |
|
Other funds holding O
CIM
Plante Moran Financial Advisors's O Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Realty Income (O) stake by 37% in Q2 2026, buying an estimated $19.5K and bringing the position to 1,156 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #295.
Plante Moran Financial Advisors first reported a position in O in Q4 2014 and has held it in 33 quarters since. The position peaked at $77K in Q3 2021. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Plante Moran Financial Advisors held 1,156 shares of Realty Income worth $71.6K as of Q2 2026.
- Plante Moran Financial Advisors bought 313 Realty Income shares in Q2 2026, an estimated $19.5K.
- Realty Income made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #295 holding.
- Plante Moran Financial Advisors first reported a position in Realty Income in Q4 2014 and has held it in 33 quarters since.
- Plante Moran Financial Advisors's Realty Income position peaked at $77K in Q3 2021.
- 881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.