CWP
O icon

Cyndeo Wealth Partners’s Realty Income O Stock Holding History

Cyndeo Wealth Partners’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 		$9.77M Buy
157,605
+9,532
+6% +$594K 0.46% 72
2026
Q1 		$9.06M Buy
148,073
+141,181
+2,048% +$8.84M 0.48% 71
2025
Q4 		$388K Sell
6,892
-14
-0.2% -$811 0.02% 364
2025
Q3 		$420K Buy
6,906
+79
+1% +$4.6K 0.02% 333
2025
Q2 		$393K Sell
6,827
-172
-2% -$9.73K 0.02% 336
2025
Q1 		$406K Sell
6,999
-4,713
-40% -$261K 0.03% 324
2024
Q4 		$626K Sell
11,712
-1,101
-9% -$64.1K 0.04% 265
2024
Q3 		$813K Buy
12,813
+91
+0.7% +$5.42K 0.06% 240
2024
Q2 		$672K Buy
12,722
+8,419
+196% +$450K 0.05% 247
2024
Q1 		$233K Sell
4,303
-120
-3% -$6.5K 0.02% 357
2023
Q4 		$254K Sell
4,423
-4,150
-48% -$218K 0.02% 323
2023
Q3 		$428K Buy
8,573
+1,359
+19% +$78.1K 0.04% 234
2023
Q2 		$431K Sell
7,214
-262
-4% -$16K 0.05% 227
2023
Q1 		$473K Sell
7,476
-1,568
-17% -$102K 0.05% 223
2022
Q4 		$574K Buy
+9,044
New +$562K 0.07% 205

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cyndeo Wealth Partners's O Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Realty Income (O) stake by 6.4% in Q2 2026, buying an estimated $594K and bringing the position to 157,605 shares worth $9.77M. The position accounts for 0.46% of the portfolio, ranked #72.

Cyndeo Wealth Partners first reported a position in O in Q4 2022 and has held it in 15 quarters since. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Cyndeo Wealth Partners held 157,605 shares of Realty Income worth $9.77M as of Q2 2026.
  • Cyndeo Wealth Partners bought 9,532 Realty Income shares in Q2 2026, an estimated $594K.
  • Realty Income made up 0.46% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Cyndeo Wealth Partners first reported a position in Realty Income in Q4 2022 and has held it in 15 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.