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Crestwood Advisors Group’s Realty Income O Stock Holding History

Crestwood Advisors Group’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 		$234K Sell
3,777
-197
-5% -$12.3K ﹤0.01% 783
2026
Q1 		$243K Buy
+3,974
New +$249K ﹤0.01% 668

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crestwood Advisors Group's O Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Realty Income (O) stake by 5% in Q2 2026, selling an estimated $12.3K and leaving 3,777 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Crestwood Advisors Group first reported a position in O in Q1 2026 and has held it in 2 quarters since. The position peaked at $243K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Crestwood Advisors Group held 3,777 shares of Realty Income worth $234K as of Q2 2026.
  • Crestwood Advisors Group sold 197 Realty Income shares in Q2 2026, an estimated $12.3K.
  • Realty Income made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #783 holding.
  • Crestwood Advisors Group first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • Crestwood Advisors Group's Realty Income position peaked at $243K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.