AFC
O icon

Ares Financial Consulting’s Realty Income O Stock Holding History

Ares Financial Consulting’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 		$214K Buy
3,453
+37
+1% +$2.31K 0.15% 82
2026
Q1 		$211K Buy
3,416
+317
+10% +$19.8K 0.17% 75
2025
Q4 		$175K Buy
+3,099
New +$179K 0.17% 77

Other funds holding O

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Ares Financial Consulting's O Position: Q2 2026 in Review

Ares Financial Consulting increased its Realty Income (O) stake by 1.1% in Q2 2026, buying an estimated $2.31K and bringing the position to 3,453 shares worth $214K. The position accounts for 0.15% of the portfolio, ranked #82.

Ares Financial Consulting first reported a position in O in Q4 2025 and has held it in 3 quarters since. 772 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Ares Financial Consulting held 3,453 shares of Realty Income worth $214K as of Q2 2026.
  • Ares Financial Consulting bought 37 Realty Income shares in Q2 2026, an estimated $2.31K.
  • Realty Income made up 0.15% of Ares Financial Consulting's portfolio in Q2 2026, its #82 holding.
  • Ares Financial Consulting first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 772 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.