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Crewe Advisors’s Realty Income O Stock Holding History

Crewe Advisors’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 		$19.5K Buy
315
+88
+39% +$5.49K ﹤0.01% 624
2026
Q1 		$13.9K Buy
227
+7
+3% +$438 ﹤0.01% 582
2025
Q4 		$12.4K Buy
220
+52
+31% +$3.01K ﹤0.01% 582
2025
Q3 		$10.2K Sell
168
-18
-10% -$1.05K ﹤0.01% 624
2025
Q2 		$10.7K Buy
186
+102
+121% +$5.77K ﹤0.01% 451
2025
Q1 		$4.85K Buy
84
+64
+320% +$3.54K ﹤0.01% 486
2024
Q4 		$1.08K Sell
20
-128
-86% -$7.45K ﹤0.01% 531
2024
Q3 		$9.39K Buy
148
+32
+28% +$1.9K ﹤0.01% 503
2024
Q2 		$6.13K Sell
116
-27
-19% -$1.44K ﹤0.01% 762
2024
Q1 		$7.74K Buy
+143
New +$7.74K ﹤0.01% 661
2023
Q4 		– Sell
-88
Closed -$4.39K – 612
2023
Q3 		$4.39K Buy
88
+48
+120% +$2.76K ﹤0.01% 295
2023
Q2 		$2.39K Buy
40
+24
+150% +$1.47K ﹤0.01% 523
2023
Q1 		$1.01K Sell
16
-50
-76% -$3.24K ﹤0.01% 754
2022
Q4 		$4.19K Sell
66
-258
-80% -$16K ﹤0.01% 706
2022
Q3 		$19K Buy
324
+78
+32% +$5.38K ﹤0.01% 477
2022
Q2 		$17K Buy
+246
New +$16.9K ﹤0.01% 467

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

Crewe Advisors's O Position: Q2 2026 in Review

Crewe Advisors increased its Realty Income (O) stake by 39% in Q2 2026, buying an estimated $5.49K and bringing the position to 315 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Crewe Advisors first reported a position in O in Q2 2022 and has held it in 16 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Crewe Advisors held 315 shares of Realty Income worth $19.5K as of Q2 2026.
  • Crewe Advisors bought 88 Realty Income shares in Q2 2026, an estimated $5.49K.
  • Realty Income made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #624 holding.
  • Crewe Advisors first reported a position in Realty Income in Q2 2022 and has held it in 16 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.