Cullen Investment Group’s Realty Income O Stock Holding History

Cullen Investment 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	$7.86M	Sell	126,784 -6,025	-5%	-$376K	0.95%	33
2026 Q1	$8.13M	Sell	132,809 -13,169	-9%	-$824K	1.07%	27
2025 Q4	$8.49M	Sell	145,978 -19,864	-12%	-$1.15M	1.1%	23
2025 Q3	$10M	Buy	165,842 +71,708	+76%	+$4.18M	1.32%	21
2025 Q2	$5.42M	Buy	94,134 +14,414	+18%	+$815K	0.77%	35
2025 Q1	$4.62M	Buy	79,720 +54,075	+211%	+$2.99M	0.7%	42
2024 Q4	$1.37M	Buy	+25,645	New	+$1.49M	0.2%	88

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Cullen Investment Group's O Position: Q2 2026 in Review

Cullen Investment Group reduced its Realty Income (O) stake by 4.5% in Q2 2026, selling an estimated $376K and leaving 126,784 shares worth $7.86M. The position accounts for 0.95% of the portfolio, ranked #33.

Cullen Investment Group first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $10M in Q3 2025. 284 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cullen Investment Group held 126,784 shares of Realty Income worth $7.86M as of Q2 2026.
Cullen Investment Group sold 6,025 Realty Income shares in Q2 2026, an estimated $376K.
Realty Income made up 0.95% of Cullen Investment Group's portfolio in Q2 2026, its #33 holding.
Cullen Investment Group first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
Cullen Investment Group's Realty Income position peaked at $10M in Q3 2025.
284 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.