Cross Staff Investments’s Realty Income O Stock Holding History

Cross Staff Investments’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	$328K	Sell	5,286 -45	-0.8%	-$2.81K	0.18%	109
2026 Q1	$326K	Sell	5,331 -180	-3%	-$11.3K	0.17%	100
2025 Q4	$311K	Hold	5,511	–	–	0.17%	109
2025 Q3	$335K	Hold	5,511	–	–	0.23%	97
2025 Q2	$317K	Hold	5,511	–	–	0.24%	100
2025 Q1	$320K	Hold	5,511	–	–	0.24%	97
2024 Q4	$294K	Hold	5,511	–	–	0.21%	98
2024 Q3	$350K	Hold	5,511	–	–	0.27%	93
2024 Q2	$291K	Hold	5,511	–	–	0.24%	96
2024 Q1	$298K	Hold	5,511	–	–	0.25%	98
2023 Q4	$316K	Sell	5,511 -135	-2%	-$7.09K	0.28%	91
2023 Q3	$282K	Hold	5,646	–	–	0.28%	93
2023 Q2	$338K	Hold	5,646	–	–	0.31%	91
2023 Q1	$358K	Hold	5,646	–	–	0.35%	86
2022 Q4	$358K	Hold	5,646	–	–	0.38%	83
2022 Q3	$329K	Hold	5,646	–	–	0.37%	83
2022 Q2	$385K	Hold	5,646	–	–	0.42%	77
2022 Q1	$391K	Hold	5,646	–	–	0.36%	81
2021 Q4	$404K	Buy	+5,646	New	+$388K	0.36%	88

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

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

Cross Staff Investments's O Position: Q2 2026 in Review

Cross Staff Investments reduced its Realty Income (O) stake by 0.84% in Q2 2026, selling an estimated $2.81K and leaving 5,286 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #109.

Cross Staff Investments first reported a position in O in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q4 2021. 639 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cross Staff Investments held 5,286 shares of Realty Income worth $328K as of Q2 2026.
Cross Staff Investments sold 45 Realty Income shares in Q2 2026, an estimated $2.81K.
Realty Income made up 0.18% of Cross Staff Investments's portfolio in Q2 2026, its #109 holding.
Cross Staff Investments first reported a position in Realty Income in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Realty Income position peaked at $404K in Q4 2021.
639 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.