CX Institutional
O icon

CX Institutional’s Realty Income O Stock Holding History

CX Institutional’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
Q3 		$357K Sell
6,568
-284
-4% -$17.5K 0.01% 568
2026
Q2 		$425K Buy
6,852
+149
+2% +$9.29K 0.01% 514
2026
Q1 		$410K Sell
6,703
-565
-8% -$35.4K 0.01% 512
2025
Q4 		$410K Sell
7,268
-2,617
-26% -$152K 0.01% 474
2025
Q3 		$601K Buy
9,885
+5,251
+113% +$306K 0.02% 386
2025
Q2 		$267K Buy
4,634
+68
+1% +$3.84K 0.01% 536
2025
Q1 		$265K Buy
+4,566
New +$253K 0.01% 513
2024
Q4 		– Sell
-3,442
Closed -$218K – 581
2024
Q3 		$218K Buy
+3,442
New +$205K 0.01% 532
2023
Q3 		– Sell
-3,889
Closed -$233K – 527
2023
Q2 		$233K Buy
+3,889
New +$237K 0.01% 477
2022
Q3 		– Sell
-1,109
Closed -$76K – 926
2022
Q2 		$76K Buy
+1,109
New +$76.2K 0.01% 599
2021
Q4 		– Sell
-797
Closed -$50K – 738
2021
Q3 		$50K Buy
797
+45
+6% +$3.04K ﹤0.01% 577
2021
Q2 		$49K Buy
752
+217
+41% +$14.3K ﹤0.01% 572
2021
Q1 		$33K Buy
535
+87
+19% +$5.15K ﹤0.01% 577
2020
Q4 		$27K Sell
448
-544
-55% -$32.2K ﹤0.01% 556
2020
Q3 		$58K Buy
992
+880
+786% +$52K 0.01% 367
2020
Q2 		$6K Sell
112
-95
-46% -$5.06K ﹤0.01% 652
2020
Q1 		$10K Buy
207
+131
+172% +$9.12K ﹤0.01% 454
2019
Q4 		$5K Sell
76
-13
-15% -$968 ﹤0.01% 556
2019
Q3 		$7K Sell
89
-17
-16% -$1.19K ﹤0.01% 519
2019
Q2 		$7K Buy
106
+36
+51% +$2.46K ﹤0.01% 555
2019
Q1 		$5K Buy
70
+57
+438% +$3.78K ﹤0.01% 552
2018
Q4 		$1K Buy
+13
New +$776 ﹤0.01% 504

Other funds holding O

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

CX Institutional's O Position: Q3 2026 in Review

CX Institutional reduced its Realty Income (O) stake by 4.1% in Q3 2026, selling an estimated $17.5K and leaving 6,568 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #568.

CX Institutional first reported a position in O in Q4 2018 and has held it in 22 quarters since. The position peaked at $601K in Q3 2025. 375 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • CX Institutional held 6,568 shares of Realty Income worth $357K as of Q3 2026.
  • CX Institutional sold 284 Realty Income shares in Q3 2026, an estimated $17.5K.
  • Realty Income made up 0.01% of CX Institutional's portfolio in Q3 2026, its #568 holding.
  • CX Institutional first reported a position in Realty Income in Q4 2018 and has held it in 22 quarters since.
  • CX Institutional's Realty Income position peaked at $601K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.