CFM
O icon

Cornerstone Financial Management’s Realty Income O Stock Holding History

Cornerstone Financial Management’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 		$139K Buy
2,243
+102
+5% +$6.36K 0.11% 101
2026
Q1 		$131K Sell
2,141
-9
-0.4% -$563 0.12% 97
2025
Q4 		$121K Buy
+2,150
New +$124K 0.11% 93

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 $3.37T AUM 44.26% 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

Cornerstone Financial Management's O Position: Q2 2026 in Review

Cornerstone Financial Management increased its Realty Income (O) stake by 4.8% in Q2 2026, buying an estimated $6.36K and bringing the position to 2,243 shares worth $139K. The position accounts for 0.11% of the portfolio, ranked #101.

Cornerstone Financial Management first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,455 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Cornerstone Financial Management held 2,243 shares of Realty Income worth $139K as of Q2 2026.
  • Cornerstone Financial Management bought 102 Realty Income shares in Q2 2026, an estimated $6.36K.
  • Realty Income made up 0.11% of Cornerstone Financial Management's portfolio in Q2 2026, its #101 holding.
  • Cornerstone Financial Management first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.