Aptus Capital Advisors
O icon

Aptus Capital Advisors’s Realty Income O Stock Holding History

Aptus Capital Advisors’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 		$438K Buy
8,072
+15
+0.2% +$925 ﹤0.01% 829
2026
Q2 		$499K Sell
8,057
-447
-5% -$27.9K ﹤0.01% 792
2026
Q1 		$520K Sell
8,504
-492
-5% -$30.8K ﹤0.01% 707
2025
Q4 		$507K Sell
8,996
-1,848
-17% -$107K ﹤0.01% 724
2025
Q3 		$659K Buy
10,844
+664
+7% +$38.7K ﹤0.01% 640
2025
Q2 		$586K Buy
10,180
+1,528
+18% +$86.4K ﹤0.01% 641
2025
Q1 		$502K Sell
8,652
-2
-0% -$111 0.01% 640
2024
Q4 		$462K Buy
8,654
+2,135
+33% +$124K ﹤0.01% 653
2024
Q3 		$413K Sell
6,519
-1,467
-18% -$87.3K 0.01% 588
2024
Q2 		$422K Buy
7,986
+786
+11% +$42K 0.01% 541
2024
Q1 		$390K Buy
7,200
+1,168
+19% +$63.2K 0.01% 568
2023
Q4 		$346K Sell
6,032
-3,014
-33% -$158K 0.01% 441
2023
Q3 		$452K Buy
9,046
+829
+10% +$47.7K 0.01% 401
2023
Q2 		$491K Sell
8,217
-2,203
-21% -$134K 0.01% 327
2023
Q1 		$662K Buy
10,420
+6,968
+202% +$452K 0.02% 294
2022
Q4 		$219K Buy
+3,452
New +$214K 0.01% 462
2022
Q2 		– Sell
-3,230
Closed -$225K – 713
2022
Q1 		$225K Buy
3,230
+116
+4% +$7.89K 0.01% 400
2021
Q4 		$224K Buy
+3,114
New +$214K 0.01% 352
2020
Q1 		– Sell
-35,904
Closed -$2.56M – 497
2019
Q4 		$2.56M Buy
+35,904
New +$2.67M 0.18% 112

Other funds holding O

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Aptus Capital Advisors's O Position: Q3 2026 in Review

Aptus Capital Advisors increased its Realty Income (O) stake by 0.19% in Q3 2026, buying an estimated $925 and bringing the position to 8,072 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Aptus Capital Advisors first reported a position in O in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.56M in Q4 2019. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Aptus Capital Advisors held 8,072 shares of Realty Income worth $438K as of Q3 2026.
  • Aptus Capital Advisors bought 15 Realty Income shares in Q3 2026, an estimated $925.
  • Realty Income made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #829 holding.
  • Aptus Capital Advisors first reported a position in Realty Income in Q4 2019 and has held it in 19 quarters since.
  • Aptus Capital Advisors's Realty Income position peaked at $2.56M in Q4 2019.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.