Personal CFO Solutions
O icon

Personal CFO Solutions’s Realty Income O Stock Holding History

Personal CFO Solutions’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 		$226K Buy
+4,143
New +$256K 0.04% 432
2020
Q1 		– Sell
-3,268
Closed -$233K – 341
2019
Q4 		$233K Buy
3,268
+3
+0.1% +$223 0.07% 281
2019
Q3 		$243K Buy
+3,265
New +$229K 0.1% 241

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Personal CFO Solutions's O Position: Q3 2026 in Review

Personal CFO Solutions opened a new position in Realty Income (O) in Q3 2026: 4,143 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #432 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in O as recently as Q4 2019.

Personal CFO Solutions first reported a position in O in Q3 2019 and has held it in 3 quarters since. The position peaked at $243K in Q3 2019. 937 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Personal CFO Solutions held 4,143 shares of Realty Income worth $226K as of Q3 2026.
  • Realty Income was a new Personal CFO Solutions position in Q3 2026.
  • Realty Income made up 0.04% of Personal CFO Solutions's portfolio in Q3 2026, its #432 holding.
  • Personal CFO Solutions first reported a position in Realty Income in Q3 2019 and has held it in 3 quarters since.
  • Personal CFO Solutions's Realty Income position peaked at $243K in Q3 2019.
  • 937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Personal CFO Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.