CVA Family Office’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61K Hold
984
0.01% 567
2026
Q1
$60.2K Buy
984
+6
+0.6% +$376 0.01% 558
2025
Q4
$55.1K Sell
978
-79
-7% -$4.57K 0.01% 536
2025
Q3
$64.3K Buy
1,057
+94
+10% +$5.48K 0.01% 507
2025
Q2
$55.5K Buy
963
+176
+22% +$9.95K 0.01% 531
2025
Q1
$45.7K Buy
787
+272
+53% +$15.1K 0.01% 537
2024
Q4
$27.5K Buy
515
+296
+135% +$17.2K ﹤0.01% 627
2024
Q3
$13.9K Buy
219
+44
+25% +$2.62K ﹤0.01% 714
2024
Q2
$9.24K Buy
175
+9
+5% +$481 ﹤0.01% 753
2024
Q1
$8.98K Sell
166
-333
-67% -$18K ﹤0.01% 754
2023
Q4
$28.7K Buy
+499
New +$26.2K 0.01% 563
2023
Q3
Sell
-344
Closed -$20.6K 714
2023
Q2
$20.6K Sell
344
-30
-8% -$1.83K ﹤0.01% 607
2023
Q1
$23.7K Sell
374
-315
-46% -$20.4K 0.01% 559
2022
Q4
$43.7K Sell
689
-100
-13% -$6.21K 0.01% 442
2022
Q3
$46K Sell
789
-380
-33% -$26.2K 0.01% 390
2022
Q2
$80K Buy
1,169
+290
+33% +$19.9K 0.02% 279
2022
Q1
$61K Buy
879
+380
+76% +$25.8K 0.01% 358
2021
Q4
$36K Buy
+499
New +$34.3K 0.01% 420
2021
Q3
Sell
-304
Closed -$20K 714
2021
Q2
$20K Buy
304
+31
+11% +$2.04K 0.01% 529
2021
Q1
$17K Buy
+273
New +$16.2K 0.01% 440

Other funds holding O

CVA Family Office's O Position: Q2 2026 in Review

CVA Family Office held its Realty Income (O) position steady in Q2 2026 at 984 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #567.

CVA Family Office first reported a position in O in Q1 2021 and has held it in 20 quarters since. The position peaked at $80K in Q2 2022. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • CVA Family Office held 984 shares of Realty Income worth $61K as of Q2 2026.
  • CVA Family Office left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #567 holding.
  • CVA Family Office first reported a position in Realty Income in Q1 2021 and has held it in 20 quarters since.
  • CVA Family Office's Realty Income position peaked at $80K in Q2 2022.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.