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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Comprehensive Money Management Services's O Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Realty Income (O) stake by 3% in Q1 2026, buying an estimated $16.3K and bringing the position to 8,859 shares worth $542K. The position accounts for 0.36% of the portfolio, ranked #97.

Comprehensive Money Management Services first reported a position in O in Q4 2024 and has held it in 6 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Comprehensive Money Management Services held 8,859 shares of Realty Income worth $542K as of Q1 2026.
Comprehensive Money Management Services bought 260 Realty Income shares in Q1 2026, an estimated $16.3K.
Realty Income made up 0.36% of Comprehensive Money Management Services's portfolio in Q1 2026, its #97 holding.
Comprehensive Money Management Services first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.