Cary Street Partners Investment Advisory’s Realty Income O Stock Holding History

Cary Street Partners Investment Advisory’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	$79.4K	Buy	1,282 +456	+55%	+$28.4K	0.02%	532
2026 Q1	$50.5K	Sell	826 -428	-34%	-$26.8K	0.01%	540
2025 Q4	$70.7K	Sell	1,254 -833	-40%	-$48.2K	0.02%	475
2025 Q3	$127K	Buy	2,087 +733	+54%	+$42.7K	0.05%	335
2025 Q2	$78K	Buy	1,354 +35	+3%	+$1.98K	0.04%	350
2025 Q1	$76.5K	Buy	1,319 +105	+9%	+$5.81K	0.04%	323
2024 Q4	$64.8K	Sell	1,214 -6,129	-83%	-$357K	0.04%	296
2024 Q3	$466K	Sell	7,343 -2,317	-24%	-$138K	0.02%	516
2024 Q2	$510K	Sell	9,660 -336	-3%	-$17.9K	0.02%	465
2024 Q1	$541K	Sell	9,996 -942	-9%	-$51K	0.02%	446
2023 Q4	$628K	Sell	10,938 -973	-8%	-$51.1K	0.03%	382
2023 Q3	$595K	Sell	11,911 -598	-5%	-$34.4K	0.03%	369
2023 Q2	$748K	Sell	12,509 -853	-6%	-$52.1K	0.05%	308
2023 Q1	$846K	Sell	13,362 -993	-7%	-$64.3K	0.06%	263
2022 Q4	$911K	Sell	14,355 -47	-0.3%	-$2.92K	0.07%	247
2022 Q3	$838K	Buy	14,402 +4,060	+39%	+$280K	0.07%	246
2022 Q2	$706K	Buy	+10,342	New	+$710K	0.06%	255
2020 Q4	–	Sell	-370	Closed	-$22K	–	695
2020 Q3	$22K	Buy	+370	New	+$21.9K	﹤0.01%	636

Other funds holding O

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's O Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Realty Income (O) stake by 55% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,282 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #532.

Cary Street Partners Investment Advisory first reported a position in O in Q3 2020 and has held it in 18 quarters since. The position peaked at $911K in Q4 2022. 1,050 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cary Street Partners Investment Advisory held 1,282 shares of Realty Income worth $79.4K as of Q2 2026.
Cary Street Partners Investment Advisory bought 456 Realty Income shares in Q2 2026, an estimated $28.4K.
Realty Income made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #532 holding.
Cary Street Partners Investment Advisory first reported a position in Realty Income in Q3 2020 and has held it in 18 quarters since.
Cary Street Partners Investment Advisory's Realty Income position peaked at $911K in Q4 2022.
1,050 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.