Cornerstone Wealth Management’s Realty Income O Stock Holding History

Cornerstone Wealth 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	$219K	Sell	3,535 -1,794	-34%	-$112K	0.01%	698
2026 Q1	$326K	Sell	5,329 -138	-3%	-$8.64K	0.02%	552
2025 Q4	$308K	Buy	5,467 +433	+9%	+$25.1K	0.02%	538
2025 Q3	$306K	Sell	5,034 -1,180	-19%	-$68.7K	0.02%	521
2025 Q2	$358K	Buy	6,214 +1,374	+28%	+$77.7K	0.02%	467
2025 Q1	$281K	Buy	4,840 +758	+19%	+$42K	0.02%	492
2024 Q4	$218K	Buy	4,082 +546	+15%	+$31.8K	0.01%	543
2024 Q3	$224K	Sell	3,536 -403	-10%	-$24K	0.02%	522
2024 Q2	$208K	Sell	3,939 -196	-5%	-$10.5K	0.02%	515
2024 Q1	$224K	Sell	4,135 -122	-3%	-$6.61K	0.02%	496
2023 Q4	$244K	Buy	+4,257	New	+$223K	0.02%	454
2023 Q3	–	Sell	-4,294	Closed	-$257K	–	539
2023 Q2	$257K	Buy	4,294 +1,025	+31%	+$62.6K	0.02%	434
2023 Q1	$207K	Buy	+3,269	New	+$212K	0.02%	449
2022 Q3	–	Sell	-3,056	Closed	-$209K	–	454
2022 Q2	$209K	Buy	+3,056	New	+$210K	0.02%	421
2022 Q1	–	Sell	-3,438	Closed	-$245K	–	510
2021 Q4	$245K	Buy	+3,438	New	+$236K	0.02%	446
2020 Q4	–	Sell	-3,689	Closed	-$217K	–	430
2020 Q3	$217K	Buy	3,689 +94	+3%	+$5.56K	0.03%	356
2020 Q2	$207K	Buy	+3,595	New	+$191K	0.03%	348

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Cornerstone Wealth Management reduced its Realty Income (O) stake by 34% in Q2 2026, selling an estimated $112K and leaving 3,535 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #698.

Cornerstone Wealth Management first reported a position in O in Q2 2020 and has held it in 17 quarters since. The position peaked at $358K in Q2 2025. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cornerstone Wealth Management held 3,535 shares of Realty Income worth $219K as of Q2 2026.
Cornerstone Wealth Management sold 1,794 Realty Income shares in Q2 2026, an estimated $112K.
Realty Income made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #698 holding.
Cornerstone Wealth Management first reported a position in Realty Income in Q2 2020 and has held it in 17 quarters since.
Cornerstone Wealth Management's Realty Income position peaked at $358K in Q2 2025.
1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.