CrossGen Wealth’s Realty Income O Stock Holding History

CrossGen Wealth’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	$1.2M	Buy	19,299 +3,708	+24%	+$231K	0.93%	30
2026 Q1	$954K	Buy	15,591 +698	+5%	+$43.7K	0.84%	31
2025 Q4	$840K	Buy	+14,893	New	+$862K	0.74%	33

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CrossGen Wealth's O Position: Q2 2026 in Review

CrossGen Wealth increased its Realty Income (O) stake by 24% in Q2 2026, buying an estimated $231K and bringing the position to 19,299 shares worth $1.2M. The position accounts for 0.93% of the portfolio, ranked #30.

CrossGen Wealth first reported a position in O in Q4 2025 and has held it in 3 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

CrossGen Wealth held 19,299 shares of Realty Income worth $1.2M as of Q2 2026.
CrossGen Wealth bought 3,708 Realty Income shares in Q2 2026, an estimated $231K.
Realty Income made up 0.93% of CrossGen Wealth's portfolio in Q2 2026, its #30 holding.
CrossGen Wealth first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.