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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return