Clear Creek Financial Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$912K Buy
14,724
+2,102
+17% +$131K 0.06% 289
2026
Q1
$772K Buy
12,622
+2,258
+22% +$141K 0.06% 300
2025
Q4
$584K Buy
10,364
+1,625
+19% +$94.1K 0.05% 339
2025
Q3
$531K Buy
8,739
+282
+3% +$16.4K 0.05% 352
2025
Q2
$487K Buy
8,457
+1,648
+24% +$93.2K 0.05% 348
2025
Q1
$395K Buy
6,809
+2,617
+62% +$145K 0.04% 345
2024
Q4
$224K Buy
4,192
+802
+24% +$46.7K 0.02% 432
2024
Q3
$215K Buy
+3,390
New +$202K 0.02% 418

Other funds holding O

Clear Creek Financial Management's O Position: Q2 2026 in Review

Clear Creek Financial Management increased its Realty Income (O) stake by 17% in Q2 2026, buying an estimated $131K and bringing the position to 14,724 shares worth $912K. The position accounts for 0.06% of the portfolio, ranked #289.

Clear Creek Financial Management first reported a position in O in Q3 2024 and has held it in 8 quarters since. 521 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Clear Creek Financial Management held 14,724 shares of Realty Income worth $912K as of Q2 2026.
  • Clear Creek Financial Management bought 2,102 Realty Income shares in Q2 2026, an estimated $131K.
  • Realty Income made up 0.06% of Clear Creek Financial Management's portfolio in Q2 2026, its #289 holding.
  • Clear Creek Financial Management first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
  • 521 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.