CCIA
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Cherry Creek Investment Advisors’s Realty Income O Stock Holding History

Cherry Creek Investment Advisors’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 		$483K Buy
7,801
+1,180
+18% +$73.6K 0.19% 75
2026
Q1 		$405K Buy
6,621
+24
+0.4% +$1.5K 0.18% 81
2025
Q4 		$372K Sell
6,597
-4
-0.1% -$232 0.16% 81
2025
Q3 		$401K Buy
6,601
+92
+1% +$5.36K 0.17% 77
2025
Q2 		$375K Buy
6,509
+1,285
+25% +$72.7K 0.18% 74
2025
Q1 		$303K Buy
5,224
+1,356
+35% +$75.1K 0.16% 87
2024
Q4 		$207K Buy
3,868
+169
+5% +$9.84K 0.1% 101
2024
Q3 		$235K Buy
+3,699
New +$220K 0.12% 96

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Cherry Creek Investment Advisors's O Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its Realty Income (O) stake by 18% in Q2 2026, buying an estimated $73.6K and bringing the position to 7,801 shares worth $483K. The position accounts for 0.19% of the portfolio, ranked #75.

Cherry Creek Investment Advisors first reported a position in O in Q3 2024 and has held it in 8 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Cherry Creek Investment Advisors held 7,801 shares of Realty Income worth $483K as of Q2 2026.
  • Cherry Creek Investment Advisors bought 1,180 Realty Income shares in Q2 2026, an estimated $73.6K.
  • Realty Income made up 0.19% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Cherry Creek Investment Advisors first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.