Corient Private Wealth’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
$10M Buy
161,377
+30,994
+24% +$1.93M 0.01% 648
2026
Q1
$7.2M Sell
130,383
-40,982
-24% -$2.57M 0.01% 735
2025
Q4
$9.7M Buy
171,365
+55,860
+48% +$3.23M 0.01% 567
2025
Q3
$7.02M Sell
115,505
-31,005
-21% -$1.81M 0.01% 606
2025
Q2
$8.44M Buy
146,510
+1,538
+1% +$87K 0.01% 560
2025
Q1
$8.41M Sell
144,972
-23,644
-14% -$1.31M 0.01% 556
2024
Q4
$8.34M Sell
168,616
-14,802
-8% -$862K 0.01% 557
2024
Q3
$11.6M Buy
183,418
+25,792
+16% +$1.53M 0.02% 522
2024
Q2
$8.33M Buy
157,626
+1,469
+0.9% +$78.4K 0.01% 568
2024
Q1
$8.45M Sell
156,157
-23,643
-13% -$1.28M 0.02% 569
2023
Q4
$10.3M Sell
179,800
-6,811
-4% -$358K 0.02% 510
2023
Q3
$9.33M Buy
186,611
+16,168
+9% +$930K 0.02% 497
2023
Q2
$10.2M Sell
170,443
-138,190
-45% -$8.43M 0.02% 473
2023
Q1
$19.6M Buy
308,633
+145,230
+89% +$9.41M 0.05% 314
2022
Q4
$10.4M Buy
+163,403
New +$10.1M 0.04% 362

Other funds holding O

Corient Private Wealth's O Position: Q2 2026 in Review

Corient Private Wealth increased its Realty Income (O) stake by 24% in Q2 2026, buying an estimated $1.93M and bringing the position to 161,377 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #648.

Corient Private Wealth first reported a position in O in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.6M in Q1 2023. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Corient Private Wealth held 161,377 shares of Realty Income worth $10M as of Q2 2026.
  • Corient Private Wealth bought 30,994 Realty Income shares in Q2 2026, an estimated $1.93M.
  • Realty Income made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #648 holding.
  • Corient Private Wealth first reported a position in Realty Income in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Realty Income position peaked at $19.6M in Q1 2023.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.