Cherry Tree Wealth Management’s Realty Income O Stock Holding History

Cherry Tree Wealth Management’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	$99K	Hold	1,597	–	–	0.02%	228
2026 Q1	$97.7K	Sell	1,597 -380	-19%	-$23.8K	0.02%	213
2025 Q4	$111K	Hold	1,977	–	–	0.02%	213
2025 Q3	$120K	Sell	1,977 -1	-0.1%	-$58	0.03%	203
2025 Q2	$114K	Hold	1,978	–	–	0.03%	204
2025 Q1	$115K	Hold	1,978	–	–	0.03%	201
2024 Q4	$106K	Sell	1,978 -4	-0.2%	-$233	0.03%	205
2024 Q3	$126K	Hold	1,982	–	–	0.03%	196
2024 Q2	$105K	Hold	1,982	–	–	0.03%	201
2024 Q1	$107K	Hold	1,982	–	–	0.03%	200
2023 Q4	$114K	Sell	1,982 -1	-0.1%	-$52	0.03%	185
2023 Q3	$99K	Hold	1,983	–	–	0.03%	187
2023 Q2	$119K	Buy	+1,983	New	+$121K	0.03%	178

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cherry Tree Wealth Management's O Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Realty Income (O) position steady in Q2 2026 at 1,597 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #228.

Cherry Tree Wealth Management first reported a position in O in Q2 2023 and has held it in 13 quarters since. The position peaked at $126K in Q3 2024. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cherry Tree Wealth Management held 1,597 shares of Realty Income worth $99K as of Q2 2026.
Cherry Tree Wealth Management left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.02% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #228 holding.
Cherry Tree Wealth Management first reported a position in Realty Income in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Realty Income position peaked at $126K in Q3 2024.
1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.