CMMS
O icon

Comprehensive Money Management Services’s Realty Income O Stock Holding History

Comprehensive Money Management Services’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 		$577K Buy
9,319
+460
+5% +$28.7K 0.36% 95
2026
Q1 		$542K Buy
8,859
+260
+3% +$16.3K 0.36% 97
2025
Q4 		$485K Buy
8,599
+2,750
+47% +$159K 0.33% 105
2025
Q3 		$356K Buy
5,849
+100
+2% +$5.83K 0.25% 123
2025
Q2 		$331K Sell
5,749
-145
-2% -$8.2K 0.25% 124
2025
Q1 		$342K Sell
5,894
-100
-2% -$5.54K 0.28% 119
2024
Q4 		$320K Buy
+5,994
New +$349K 0.26% 123

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 $3.38T AUM 44.17% 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

Comprehensive Money Management Services's O Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Realty Income (O) stake by 5.2% in Q2 2026, buying an estimated $28.7K and bringing the position to 9,319 shares worth $577K. The position accounts for 0.36% of the portfolio, ranked #95.

Comprehensive Money Management Services first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Comprehensive Money Management Services held 9,319 shares of Realty Income worth $577K as of Q2 2026.
  • Comprehensive Money Management Services bought 460 Realty Income shares in Q2 2026, an estimated $28.7K.
  • Realty Income made up 0.36% of Comprehensive Money Management Services's portfolio in Q2 2026, its #95 holding.
  • Comprehensive Money Management Services first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.