Cromwell Holdings’s Realty Income O Stock Holding History

Cromwell Holdings’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	$179K	Buy	2,873 +137	+5%	+$8.54K	0.08%	239
2026 Q1	$168K	Buy	2,736 +29	+1%	+$1.81K	0.09%	213
2025 Q4	$153K	Sell	2,707 -364	-12%	-$21.1K	0.08%	229
2025 Q3	$187K	Buy	3,071 +21	+0.7%	+$1.22K	0.1%	197
2025 Q2	$176K	Buy	3,050 +443	+17%	+$25.1K	0.11%	191
2025 Q1	$151K	Buy	2,607 +44	+2%	+$2.44K	0.1%	210
2024 Q4	$137K	Buy	2,563 +130	+5%	+$7.57K	0.08%	233
2024 Q3	$154K	Hold	2,433	–	–	0.1%	208
2024 Q2	$129K	Buy	+2,433	New	+$130K	0.08%	227

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Cromwell Holdings's O Position: Q2 2026 in Review

Cromwell Holdings increased its Realty Income (O) stake by 5% in Q2 2026, buying an estimated $8.54K and bringing the position to 2,873 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #239.

Cromwell Holdings first reported a position in O in Q2 2024 and has held it in 9 quarters since. The position peaked at $187K in Q3 2025. 340 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cromwell Holdings held 2,873 shares of Realty Income worth $179K as of Q2 2026.
Cromwell Holdings bought 137 Realty Income shares in Q2 2026, an estimated $8.54K.
Realty Income made up 0.08% of Cromwell Holdings's portfolio in Q2 2026, its #239 holding.
Cromwell Holdings first reported a position in Realty Income in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Realty Income position peaked at $187K in Q3 2025.
340 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.