CI
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
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% +$3.85K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CX Institutional's O Position: Q2 2026 in Review

CX Institutional increased its Realty Income (O) stake by 2.2% in Q2 2026, buying an estimated $9.29K and bringing the position to 6,852 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #514.

CX Institutional first reported a position in O in Q4 2018 and has held it in 21 quarters since. The position peaked at $601K in Q3 2025. 302 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • CX Institutional held 6,852 shares of Realty Income worth $425K as of Q2 2026.
  • CX Institutional bought 149 Realty Income shares in Q2 2026, an estimated $9.29K.
  • Realty Income made up 0.01% of CX Institutional's portfolio in Q2 2026, its #514 holding.
  • CX Institutional first reported a position in Realty Income in Q4 2018 and has held it in 21 quarters since.
  • CX Institutional's Realty Income position peaked at $601K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.