CPG
O icon

Cornerstone Planning Group’s Realty Income O Stock Holding History

Cornerstone Planning Group’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 		$17.8K Sell
273
-4
-1% -$249 ﹤0.01% 709
2026
Q1 		$17.5K Buy
277
+70
+34% +$4.38K ﹤0.01% 713
2025
Q4 		$12.5K Buy
207
+202
+4,040% +$11.7K ﹤0.01% 732
2025
Q3 		$972 Sell
5
-111
-96% -$6.47K ﹤0.01% 1315
2025
Q2 		$6.63K Buy
116
+44
+61% +$2.49K ﹤0.01% 655
2025
Q1 		$4.18K Buy
72
+50
+227% +$2.77K ﹤0.01% 778
2024
Q4 		$1.23K Sell
22
-2
-8% -$116 ﹤0.01% 915
2024
Q3 		$1.45K Buy
24
+8
+50% +$476 ﹤0.01% 850
2024
Q2 		$947 Buy
16
+5
+45% +$267 ﹤0.01% 954
2024
Q1 		$608 Buy
+11
New +$596 ﹤0.01% 882
2023
Q4 		– Sell
-42
Closed -$2.12K – 999
2023
Q3 		$2.12K Sell
42
-27
-39% -$1.55K ﹤0.01% 648
2023
Q2 		$4.13K Buy
+69
New +$4.21K ﹤0.01% 954
2022
Q4 		$2.81K Buy
+43
New +$2.67K ﹤0.01% 1097

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cornerstone Planning Group's O Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Realty Income (O) stake by 1.4% in Q2 2026, selling an estimated $249 and leaving 273 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Cornerstone Planning Group first reported a position in O in Q4 2022 and has held it in 13 quarters since. 938 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Cornerstone Planning Group held 273 shares of Realty Income worth $17.8K as of Q2 2026.
  • Cornerstone Planning Group sold 4 Realty Income shares in Q2 2026, an estimated $249.
  • Realty Income made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #709 holding.
  • Cornerstone Planning Group first reported a position in Realty Income in Q4 2022 and has held it in 13 quarters since.
  • 938 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.