Richards, Merrill & Peterson’s Realty Income O Stock Holding History

Richards, Merrill & Peterson’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	$234K	Sell	3,775 -333	-8%	-$20.8K	0.07%	181
2026 Q1	$251K	Sell	4,108 -400	-9%	-$25K	0.09%	165
2025 Q4	$254K	Hold	4,508	–	–	0.1%	155
2025 Q3	$274K	Buy	4,508 +500	+12%	+$29.1K	0.12%	140
2025 Q2	$231K	Buy	4,008 +140	+4%	+$7.92K	0.11%	146
2025 Q1	$224K	Hold	3,868	–	–	0.12%	141
2024 Q4	$207K	Buy	+3,868	New	+$225K	0.11%	139

Other funds holding O

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Richards, Merrill & Peterson's O Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Realty Income (O) stake by 8.1% in Q2 2026, selling an estimated $20.8K and leaving 3,775 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #181.

Richards, Merrill & Peterson first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $274K in Q3 2025. 521 funds tracked by Wall St. Rank hold O as of Q2 2026.

Richards, Merrill & Peterson held 3,775 shares of Realty Income worth $234K as of Q2 2026.
Richards, Merrill & Peterson sold 333 Realty Income shares in Q2 2026, an estimated $20.8K.
Realty Income made up 0.07% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #181 holding.
Richards, Merrill & Peterson first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Realty Income position peaked at $274K in Q3 2025.
521 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.