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 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 $3.37T AUM 44.26% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Cherry Tree Wealth Management's O Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Realty Income (O) stake by 19% in Q1 2026, selling an estimated $23.8K and leaving 1,597 shares worth $97.7K. The position accounts for 0.02% of the portfolio, ranked #213.

Cherry Tree Wealth Management first reported a position in O in Q2 2023 and has held it in 12 quarters since. The position peaked at $126K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold O as of Q1 2026.

Cherry Tree Wealth Management held 1,597 shares of Realty Income worth $97.7K as of Q1 2026.
Cherry Tree Wealth Management sold 380 Realty Income shares in Q1 2026, an estimated $23.8K.
Realty Income made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #213 holding.
Cherry Tree Wealth Management first reported a position in Realty Income in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Realty Income position peaked at $126K in Q3 2024.
1,441 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.