CI Investments Inc
O icon

CI Investments Inc’s Realty Income O Stock Holding History

CI Investments Inc’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 		$28.7M Buy
463,661
+332,552
+254% +$20.7M 0.09% 181
2026
Q1 		$8.02M Sell
131,109
-4,819
-4% -$302K 0.04% 241
2025
Q4 		$7.66M Buy
135,928
+129,025
+1,869% +$7.47M 0.03% 245
2025
Q3 		$420K Buy
6,903
+853
+14% +$49.7K ﹤0.01% 545
2025
Q2 		$349K Buy
6,050
+332
+6% +$18.8K ﹤0.01% 600
2025
Q1 		$332K Sell
5,718
-113
-2% -$6.25K ﹤0.01% 613
2024
Q4 		$311K Buy
5,831
+1,812
+45% +$106K ﹤0.01% 621
2024
Q3 		$255K Buy
4,019
+301
+8% +$17.9K ﹤0.01% 603
2024
Q2 		$196K Buy
3,718
+207
+6% +$11.1K ﹤0.01% 637
2024
Q1 		$190K Buy
3,511
+1,533
+78% +$83K ﹤0.01% 711
2023
Q4 		$114K Buy
1,978
+19
+1% +$997 ﹤0.01% 804
2023
Q3 		$98K Buy
1,959
+117
+6% +$6.73K ﹤0.01% 833
2023
Q2 		$110K Buy
1,842
+184
+11% +$11.2K ﹤0.01% 767
2023
Q1 		$105K Sell
1,658
-77
-4% -$4.99K ﹤0.01% 731
2022
Q4 		$110K Buy
1,735
+929
+115% +$57.7K ﹤0.01% 722
2022
Q3 		$47K Buy
806
+733
+1,004% +$50.5K ﹤0.01% 845
2022
Q2 		$5K Buy
73
+4
+6% +$275 ﹤0.01% 1084
2022
Q1 		$5K Buy
69
+12
+21% +$816 ﹤0.01% 1137
2021
Q4 		$4K Buy
57
+7
+14% +$481 ﹤0.01% 1138
2021
Q3 		$3K Buy
+50
New +$3.38K ﹤0.01% 1126
2020
Q2 		– Sell
-1,787
Closed -$86K – 662
2020
Q1 		$86K Sell
1,787
-1,072
-37% -$74.7K ﹤0.01% 535
2019
Q4 		$204K Buy
2,859
+358
+14% +$26.7K ﹤0.01% 557
2019
Q3 		$186K Buy
+2,501
New +$175K ﹤0.01% 544

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

CI Investments Inc's O Position: Q2 2026 in Review

CI Investments Inc increased its Realty Income (O) stake by 254% in Q2 2026, buying an estimated $20.7M and bringing the position to 463,661 shares worth $28.7M. The position accounts for 0.09% of the portfolio, ranked #181.

CI Investments Inc first reported a position in O in Q3 2019 and has held it in 23 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • CI Investments Inc held 463,661 shares of Realty Income worth $28.7M as of Q2 2026.
  • CI Investments Inc bought 332,552 Realty Income shares in Q2 2026, an estimated $20.7M.
  • Realty Income made up 0.09% of CI Investments Inc's portfolio in Q2 2026, its #181 holding.
  • CI Investments Inc first reported a position in Realty Income in Q3 2019 and has held it in 23 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.