WMA
O icon

West Michigan Advisors’s Realty Income O Stock Holding History

West Michigan Advisors’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 		$727K Buy
11,686
+3,408
+41% +$212K 0.14% 148
2026
Q1 		$509K Buy
+8,278
New +$518K 0.11% 180

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

West Michigan Advisors's O Position: Q2 2026 in Review

West Michigan Advisors increased its Realty Income (O) stake by 41% in Q2 2026, buying an estimated $212K and bringing the position to 11,686 shares worth $727K. The position accounts for 0.14% of the portfolio, ranked #148.

West Michigan Advisors first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • West Michigan Advisors held 11,686 shares of Realty Income worth $727K as of Q2 2026.
  • West Michigan Advisors bought 3,408 Realty Income shares in Q2 2026, an estimated $212K.
  • Realty Income made up 0.14% of West Michigan Advisors's portfolio in Q2 2026, its #148 holding.
  • West Michigan Advisors first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.