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: Q2 2026 in Review

Cresset Asset Management increased its Realty Income (O) stake by 10% in Q2 2026, buying an estimated $749K and bringing the position to 129,531 shares worth $8.06M. The position accounts for 0.03% of the portfolio, ranked #334.

Cresset Asset Management first reported a position in O in Q4 2018 and has held it in 18 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Cresset Asset Management held 129,531 shares of Realty Income worth $8.06M as of Q2 2026.
  • Cresset Asset Management bought 12,012 Realty Income shares in Q2 2026, an estimated $749K.
  • Realty Income made up 0.03% of Cresset Asset Management's portfolio in Q2 2026, its #334 holding.
  • Cresset Asset Management first reported a position in Realty Income in Q4 2018 and has held it in 18 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.