Certified Advisory Corp’s Realty Income O Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-3,254	Closed	-$202K	–	338
2026 Q2	$202K	Buy	+3,254	New	+$203K	0.02%	322
2023 Q4	–	Sell	-6,234	Closed	-$311K	–	302
2023 Q3	$311K	Sell	6,234 -287	-4%	-$16.5K	0.06%	185
2023 Q2	$390K	Sell	6,521 -782	-11%	-$47.7K	0.07%	165
2023 Q1	$462K	Buy	7,303 +217	+3%	+$14.1K	0.08%	171
2022 Q4	$449K	Sell	7,086 -274	-4%	-$17K	0.09%	166
2022 Q3	$428K	Buy	7,360 +2,651	+56%	+$183K	0.1%	164
2022 Q2	$321K	Sell	4,709 -74	-2%	-$5.08K	0.07%	172
2022 Q1	$331K	Sell	4,783 -99	-2%	-$6.73K	0.07%	176
2021 Q4	$350K	Buy	4,882 +1,044	+27%	+$71.8K	0.08%	181
2021 Q3	$241K	Buy	3,838 +288	+8%	+$19.4K	0.06%	195
2021 Q2	$230K	Buy	3,550 +9	+0.3%	+$591	0.06%	198
2021 Q1	$218K	Buy	+3,541	New	+$210K	0.06%	186
2020 Q2	$277K	Sell	4,804 -989	-17%	-$52.7K	0.09%	162
2020 Q1	$280K	Sell	5,793 -832	-13%	-$57.9K	0.11%	142
2019 Q4	$473K	Buy	6,625 +816	+14%	+$60.8K	0.15%	121
2019 Q3	$432K	Sell	5,809 -148	-2%	-$10.4K	0.15%	122
2019 Q2	$398K	Sell	5,957 -325	-5%	-$22.2K	0.15%	122
2019 Q1	$448K	Sell	6,282 -1,202	-16%	-$79.7K	0.19%	106
2018 Q4	$457K	Buy	7,484 +1,145	+18%	+$68.4K	0.24%	91
2018 Q3	$349K	Sell	6,339 -1,041	-14%	-$57.3K	0.16%	111
2018 Q2	$185K	Sell	7,380 -3,179	-30%	-$161K	0.1%	146
2018 Q1	$529K	Buy	10,559 +3,052	+41%	+$152K	0.31%	79
2017 Q4	$414K	Buy	+7,507	New	+$407K	0.3%	73

Other funds holding O

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Certified Advisory Corp's O Position: Q3 2026 in Review

Certified Advisory Corp sold out of Realty Income (O) in Q3 2026, closing a stake of 3,254 shares — an estimated $202K sold.

Certified Advisory Corp first reported a position in O in Q4 2017 and held it in 23 quarters. The position peaked at $529K in Q1 2018. 937 funds tracked by Wall St. Rank hold O as of Q3 2026.

Certified Advisory Corp reported no remaining Realty Income position as of Q3 2026 after selling out during the quarter.
Certified Advisory Corp sold 3,254 Realty Income shares in Q3 2026, an estimated $202K.
Certified Advisory Corp first reported a position in Realty Income in Q4 2017 and held it in 23 quarters.
Certified Advisory Corp's Realty Income position peaked at $529K in Q1 2018.
937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.