CFA
O icon

Cahill Financial Advisors’s Realty Income O Stock Holding History

Cahill Financial 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 		$305K Hold
4,925
– – 0.03% 248
2026
Q1 		$301K Sell
4,925
-246
-5% -$15.4K 0.03% 239
2025
Q4 		$291K Sell
5,171
-150
-3% -$8.69K 0.03% 243
2025
Q3 		$323K Sell
5,321
-1,000
-16% -$58.3K 0.04% 225
2025
Q2 		$364K Buy
6,321
+392
+7% +$22.2K 0.05% 205
2025
Q1 		$344K Buy
5,929
+1,843
+45% +$102K 0.05% 199
2024
Q4 		$218K Buy
+4,086
New +$238K 0.03% 248
2023
Q1 		– Sell
-15,595
Closed -$989K – 236
2022
Q4 		$989K Sell
15,595
-639
-4% -$39.7K 0.19% 117
2022
Q3 		$945K Buy
16,234
+229
+1% +$15.8K 0.2% 112
2022
Q2 		$1.09M Buy
16,005
+525
+3% +$36.1K 0.23% 97
2022
Q1 		$1.07M Sell
15,480
-476
-3% -$32.4K 0.2% 107
2021
Q4 		$1.14M Sell
15,956
-2,347
-13% -$161K 0.22% 100
2021
Q3 		$1.15M Buy
18,303
+417
+2% +$28.2K 0.24% 97
2021
Q2 		$1.16M Buy
17,886
+5,697
+47% +$374K 0.26% 88
2021
Q1 		$750K Buy
12,189
+1,302
+12% +$77.1K 0.18% 108
2020
Q4 		$656K Buy
10,887
+619
+6% +$36.6K 0.17% 109
2020
Q3 		$604K Buy
10,268
+696
+7% +$41.2K 0.22% 97
2020
Q2 		$552K Buy
+9,572
New +$510K 0.21% 96

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Cahill Financial Advisors's O Position: Q2 2026 in Review

Cahill Financial Advisors held its Realty Income (O) position steady in Q2 2026 at 4,925 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #248.

Cahill Financial Advisors first reported a position in O in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2021. 1,105 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Cahill Financial Advisors held 4,925 shares of Realty Income worth $305K as of Q2 2026.
  • Cahill Financial Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Cahill Financial Advisors first reported a position in Realty Income in Q2 2020 and has held it in 18 quarters since.
  • Cahill Financial Advisors's Realty Income position peaked at $1.16M in Q2 2021.
  • 1,105 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.