Creative Capital Management Investments’s Realty Income O Stock Holding History

Creative Capital Management Investments’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	$32.5K	Hold	525	–	–	0.01%	197
2026 Q1	$32.1K	Hold	525	–	–	0.01%	146
2025 Q4	$29.6K	Hold	525	–	–	0.01%	145
2025 Q3	$31.9K	Hold	525	–	–	0.01%	139
2025 Q2	$30.2K	Hold	525	–	–	0.01%	146
2025 Q1	$30.5K	Hold	525	–	–	0.01%	131
2024 Q4	$28K	Hold	525	–	–	0.01%	137
2024 Q3	$33.3K	Buy	525 +300	+133%	+$17.9K	0.01%	116
2024 Q2	$11.9K	Hold	225	–	–	0.01%	156
2024 Q1	$12.2K	Hold	225	–	–	0.01%	146
2023 Q4	$12.9K	Hold	225	–	–	0.01%	140
2023 Q3	$11.2K	Hold	225	–	–	0.01%	150
2023 Q2	$13.5K	Hold	225	–	–	0.01%	134
2023 Q1	$14.2K	Sell	225 -212	-49%	-$13.7K	0.01%	141
2022 Q4	$28K	Buy	+437	New	+$27.1K	0.02%	93

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

Creative Capital Management Investments's O Position: Q2 2026 in Review

Creative Capital Management Investments held its Realty Income (O) position steady in Q2 2026 at 525 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #197.

Creative Capital Management Investments first reported a position in O in Q4 2022 and has held it in 15 quarters since. The position peaked at $33.3K in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Creative Capital Management Investments held 525 shares of Realty Income worth $32.5K as of Q2 2026.
Creative Capital Management Investments left its Realty Income share count unchanged in Q2 2026.
Realty Income made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #197 holding.
Creative Capital Management Investments first reported a position in Realty Income in Q4 2022 and has held it in 15 quarters since.
Creative Capital Management Investments's Realty Income position peaked at $33.3K in Q3 2024.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.