Aprio Wealth Management
O icon

Aprio Wealth Management’s Realty Income O Stock Holding History

Aprio Wealth Management’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 		$839K Buy
15,447
+5,352
+53% +$330K 0.04% 289
2026
Q2 		$625K Buy
10,095
+837
+9% +$52.2K 0.03% 331
2026
Q1 		$566K Buy
9,258
+1,341
+17% +$83.9K 0.03% 316
2025
Q4 		$519K Buy
7,917
+1,750
+28% +$101K 0.03% 312
2025
Q3 		$375K Buy
+6,167
New +$359K 0.04% 278

Other funds holding O

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aprio Wealth Management's O Position: Q3 2026 in Review

Aprio Wealth Management increased its Realty Income (O) stake by 53% in Q3 2026, buying an estimated $330K and bringing the position to 15,447 shares worth $839K. The position accounts for 0.04% of the portfolio, ranked #289.

Aprio Wealth Management first reported a position in O in Q3 2025 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Aprio Wealth Management held 15,447 shares of Realty Income worth $839K as of Q3 2026.
  • Aprio Wealth Management bought 5,352 Realty Income shares in Q3 2026, an estimated $330K.
  • Realty Income made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #289 holding.
  • Aprio Wealth Management first reported a position in Realty Income in Q3 2025 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.