Certior Financial Group
O icon

Certior Financial Group’s Realty Income O Stock Holding History

Certior Financial Group’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 		$342K Sell
6,303
-2
-0% -$123 0.19% 102
2026
Q2 		$391K Buy
6,305
+262
+4% +$16.3K 0.21% 92
2026
Q1 		$370K Buy
6,043
+209
+4% +$13.1K 0.24% 85
2025
Q4 		$329K Buy
5,834
+879
+18% +$50.9K 0.22% 99
2025
Q3 		$301K Buy
4,955
+209
+4% +$12.2K 0.2% 104
2025
Q2 		$273K Buy
4,746
+52
+1% +$2.94K 0.2% 100
2025
Q1 		$272K Buy
4,694
+413
+10% +$22.9K 0.22% 100
2024
Q4 		$229K Buy
+4,281
New +$249K 0.2% 112

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Certior Financial Group's O Position: Q3 2026 in Review

Certior Financial Group reduced its Realty Income (O) stake by 0.03% in Q3 2026, selling an estimated $123 and leaving 6,303 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #102.

Certior Financial Group first reported a position in O in Q4 2024 and has held it in 8 quarters since. The position peaked at $391K in Q2 2026. 937 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Certior Financial Group held 6,303 shares of Realty Income worth $342K as of Q3 2026.
  • Certior Financial Group sold 2 Realty Income shares in Q3 2026, an estimated $123.
  • Realty Income made up 0.19% of Certior Financial Group's portfolio in Q3 2026, its #102 holding.
  • Certior Financial Group first reported a position in Realty Income in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's Realty Income position peaked at $391K in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.