Ares Financial Consulting
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
Q3 		$189K Buy
3,476
+23
+0.7% +$1.42K 0.13% 82
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

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Ares Financial Consulting's O Position: Q3 2026 in Review

Ares Financial Consulting increased its Realty Income (O) stake by 0.67% in Q3 2026, buying an estimated $1.42K and bringing the position to 3,476 shares worth $189K. The position accounts for 0.13% of the portfolio, ranked #82.

Ares Financial Consulting first reported a position in O in Q4 2025 and has held it in 4 quarters since. The position peaked at $214K in Q2 2026. 796 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Ares Financial Consulting held 3,476 shares of Realty Income worth $189K as of Q3 2026.
  • Ares Financial Consulting bought 23 Realty Income shares in Q3 2026, an estimated $1.42K.
  • Realty Income made up 0.13% of Ares Financial Consulting's portfolio in Q3 2026, its #82 holding.
  • Ares Financial Consulting first reported a position in Realty Income in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Realty Income position peaked at $214K in Q2 2026.
  • 796 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.