CWM
O icon

Cranbrook Wealth Management’s Realty Income O Stock Holding History

Cranbrook 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
2025
Q1 		– Sell
-1
Closed -$54 – 450
2024
Q4 		$54 Hold
1
– – ﹤0.01% 404
2024
Q3 		$64 Buy
+1
New +$60 ﹤0.01% 367

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cranbrook Wealth Management's O Position: Q1 2025 in Review

Cranbrook Wealth Management sold out of Realty Income (O) in Q1 2025, closing a stake of 1 share — an estimated $54 sold.

Cranbrook Wealth Management first reported a position in O in Q3 2024 and held it in 2 quarters. The position peaked at $64 in Q3 2024. 1,278 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Cranbrook Wealth Management reported no remaining Realty Income position as of Q1 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 1 Realty Income share in Q1 2025, an estimated $54.
  • Cranbrook Wealth Management first reported a position in Realty Income in Q3 2024 and held it in 2 quarters.
  • Cranbrook Wealth Management's Realty Income position peaked at $64 in Q3 2024.
  • 1,278 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Cranbrook Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.