CoreCap Advisors
O icon

CoreCap Advisors’s Realty Income O Stock Holding History

CoreCap Advisors’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
Q3 		$127K Buy
2,330
+664
+40% +$41K ﹤0.01% 1027
2026
Q2 		$103K Sell
1,666
-498
-23% -$31K ﹤0.01% 1083
2026
Q1 		$132K Sell
2,164
-278
-11% -$17.4K ﹤0.01% 938
2025
Q4 		$138K Buy
2,442
+77
+3% +$4.46K ﹤0.01% 917
2025
Q3 		$144K Sell
2,365
-788
-25% -$45.9K 0.01% 903
2025
Q2 		$182K Sell
3,153
-282
-8% -$15.9K 0.01% 769
2025
Q1 		$199K Sell
3,435
-30,371
-90% -$1.68M 0.01% 680
2024
Q4 		$1.81M Buy
33,806
+31,653
+1,470% +$1.84M 0.08% 227
2024
Q3 		$137K Buy
+2,153
New +$128K 0.01% 806
2024
Q2 		– Sell
-2,167
Closed -$117K – 2280
2024
Q1 		$117K Buy
+2,167
New +$117K 0.01% 783
2022
Q4 		$84.6K Buy
+1,333
New +$82.8K 0.01% 792
2022
Q3 		– Sell
-1,198
Closed -$82K – 1564
2022
Q2 		$82K Sell
1,198
-11,804
-91% -$811K 0.01% 758
2022
Q1 		$901K Buy
13,002
+11,681
+884% +$794K 0.06% 237
2021
Q4 		$95K Buy
+1,321
New +$90.8K 0.01% 774

Other funds holding O

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

CoreCap Advisors's O Position: Q3 2026 in Review

CoreCap Advisors increased its Realty Income (O) stake by 40% in Q3 2026, buying an estimated $41K and bringing the position to 2,330 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

CoreCap Advisors first reported a position in O in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.81M in Q4 2024. 338 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • CoreCap Advisors held 2,330 shares of Realty Income worth $127K as of Q3 2026.
  • CoreCap Advisors bought 664 Realty Income shares in Q3 2026, an estimated $41K.
  • Realty Income made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1027 holding.
  • CoreCap Advisors first reported a position in Realty Income in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Realty Income position peaked at $1.81M in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.