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Certuity’s Realty Income O Stock Holding History

Certuity’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 		$274K Sell
4,421
-280
-6% -$17.5K 0.01% 520
2026
Q1 		$288K Sell
4,701
-805
-15% -$50.4K 0.02% 474
2025
Q4 		$310K Sell
5,506
-2,470
-31% -$143K 0.02% 403
2025
Q3 		$485K Buy
7,976
+509
+7% +$29.7K 0.03% 275
2025
Q2 		$430K Buy
7,467
+294
+4% +$16.6K 0.04% 230
2025
Q1 		$416K Sell
7,173
-599
-8% -$33.2K 0.04% 209
2024
Q4 		$415K Buy
7,772
+1,721
+28% +$100K 0.05% 204
2024
Q3 		$384K Buy
6,051
+159
+3% +$9.46K 0.04% 216
2024
Q2 		$311K Buy
5,892
+404
+7% +$21.6K 0.02% 251
2024
Q1 		$297K Buy
5,488
+1,988
+57% +$108K 0.03% 248
2023
Q4 		$201K Buy
+3,500
New +$184K 0.02% 326
2022
Q2 		– Sell
-14,126
Closed -$979K – 267
2022
Q1 		$979K Buy
14,126
+159
+1% +$10.8K 0.21% 78
2021
Q4 		$1M Buy
13,967
+4,452
+47% +$306K 0.21% 73
2021
Q3 		$598K Buy
9,515
+584
+7% +$39.4K 0.12% 128
2021
Q2 		$578K Buy
8,931
+4,665
+109% +$306K 0.13% 115
2021
Q1 		$263K Buy
+4,266
New +$253K 0.07% 227

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Certuity's O Position: Q2 2026 in Review

Certuity reduced its Realty Income (O) stake by 6% in Q2 2026, selling an estimated $17.5K and leaving 4,421 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #520.

Certuity first reported a position in O in Q1 2021 and has held it in 16 quarters since. The position peaked at $1M in Q4 2021. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Certuity held 4,421 shares of Realty Income worth $274K as of Q2 2026.
  • Certuity sold 280 Realty Income shares in Q2 2026, an estimated $17.5K.
  • Realty Income made up 0.01% of Certuity's portfolio in Q2 2026, its #520 holding.
  • Certuity first reported a position in Realty Income in Q1 2021 and has held it in 16 quarters since.
  • Certuity's Realty Income position peaked at $1M in Q4 2021.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.