CP
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Cornerstone Planning’s Realty Income O Stock Holding History

Cornerstone Planning’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
2024
Q4 		$350K Buy
+6,550
New +$381K 0.13% 101

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cornerstone Planning's O Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Realty Income (O) in Q4 2024: 6,550 shares worth $350K. The stake represents 0.13% of the portfolio and ranks #101 among its holdings.

1,263 funds tracked by Wall St. Rank hold O as of Q4 2024.

  • Cornerstone Planning held 6,550 shares of Realty Income worth $350K as of Q4 2024.
  • Realty Income was a new Cornerstone Planning position in Q4 2024.
  • Realty Income made up 0.13% of Cornerstone Planning's portfolio in Q4 2024, its #101 holding.
  • 1,263 funds tracked by Wall St. Rank held Realty Income as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.