CIAS
O icon

CBIZ Investment Advisory Services’s Realty Income O Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-77
Closed -$4.36K – 644
2025
Q4 		$4.36K Sell
77
-77
-50% -$4.46K ﹤0.01% 527
2025
Q3 		$9.36K Sell
154
-286
-65% -$16.7K ﹤0.01% 349
2025
Q2 		$25.3K Sell
440
-209
-32% -$11.8K ﹤0.01% 225
2025
Q1 		$37.6K Buy
649
+303
+88% +$16.8K ﹤0.01% 142
2024
Q4 		$18.5K Hold
346
– – ﹤0.01% 226
2024
Q3 		$21.9K Hold
346
– – ﹤0.01% 174
2024
Q2 		$18.3K Hold
346
– – ﹤0.01% 182
2024
Q1 		$18.8K Buy
+346
New +$18.7K ﹤0.01% 188

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CBIZ Investment Advisory Services's O Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Realty Income (O) in Q1 2026, closing a stake of 77 shares — an estimated $4.36K sold.

CBIZ Investment Advisory Services first reported a position in O in Q1 2024 and held it in 8 quarters. The position peaked at $37.6K in Q1 2025. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Realty Income position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 77 Realty Income shares in Q1 2026, an estimated $4.36K.
  • CBIZ Investment Advisory Services first reported a position in Realty Income in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Realty Income position peaked at $37.6K in Q1 2025.
  • 1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.