Cypress Wealth Services’s Realty Income O Stock Holding History

Cypress Wealth Services’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	$228K	Buy	+3,679	New	+$229K	0.03%	389
2019 Q2	–	Sell	-3,074	Closed	-$219K	–	266
2019 Q1	$219K	Sell	3,074 -2,796	-48%	-$185K	0.07%	229
2018 Q4	$359K	Buy	5,870 +7	+0.1%	+$418	0.14%	135
2018 Q3	$323K	Buy	5,863 +894	+18%	+$49.2K	0.12%	157
2018 Q2	$259K	Sell	4,969 -1,154	-19%	-$58.5K	0.1%	179
2018 Q1	$307K	Sell	6,123 -421	-6%	-$21K	0.13%	137
2017 Q4	$362K	Buy	+6,544	New	+$355K	0.15%	130

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cypress Wealth Services's O Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in Realty Income (O) in Q2 2026: 3,679 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #389 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in O as recently as Q1 2019.

Cypress Wealth Services first reported a position in O in Q4 2017 and has held it in 7 quarters since. The position peaked at $362K in Q4 2017. 1,456 funds tracked by Wall St. Rank hold O as of Q2 2026.

Cypress Wealth Services held 3,679 shares of Realty Income worth $228K as of Q2 2026.
Realty Income was a new Cypress Wealth Services position in Q2 2026.
Realty Income made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #389 holding.
Cypress Wealth Services first reported a position in Realty Income in Q4 2017 and has held it in 7 quarters since.
Cypress Wealth Services's Realty Income position peaked at $362K in Q4 2017.
1,456 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.