Cresset Asset Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-130,000
Closed -$7.77M 1931
2023
Q2
$7.77M Buy
+130,000
New +$7.93M 0.01% 310

Other funds holding O

Cresset Asset Management's O Position: Q1 2026 in Review

Cresset Asset Management increased its Realty Income (O) stake by 34% in Q1 2026, buying an estimated $1.86M and bringing the position to 117,519 shares worth $7.22M. The position accounts for 0.03% of the portfolio, ranked #316.

Cresset Asset Management first reported a position in O in Q4 2018 and has held it in 17 quarters since. 1,439 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Cresset Asset Management held 117,519 shares of Realty Income worth $7.22M as of Q1 2026.
  • Cresset Asset Management bought 29,649 Realty Income shares in Q1 2026, an estimated $1.86M.
  • Realty Income made up 0.03% of Cresset Asset Management's portfolio in Q1 2026, its #316 holding.
  • Cresset Asset Management first reported a position in Realty Income in Q4 2018 and has held it in 17 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.