Southern Michigan Bank & Trust’s Realty Income O Stock Holding History

Southern Michigan Bank & Trust’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	–	Sell	-470	Closed	-$28.8K	–	438
2026 Q1	$28.8K	Buy	+470	New	+$29.4K	0.01%	244

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Southern Michigan Bank & Trust's O Position: Q2 2026 in Review

Southern Michigan Bank & Trust sold out of Realty Income (O) in Q2 2026, closing a stake of 470 shares — an estimated $28.8K sold.

Southern Michigan Bank & Trust first reported a position in O in Q1 2026 and held it in 1 quarter. The position peaked at $28.8K in Q1 2026. 1,386 funds tracked by Wall St. Rank hold O as of Q2 2026.

Southern Michigan Bank & Trust reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
Southern Michigan Bank & Trust sold 470 Realty Income shares in Q2 2026, an estimated $28.8K.
Southern Michigan Bank & Trust first reported a position in Realty Income in Q1 2026 and held it in 1 quarter.
Southern Michigan Bank & Trust's Realty Income position peaked at $28.8K in Q1 2026.
1,386 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.