APW
O icon

Aventura Private Wealth’s Realty Income O Stock Holding History

Aventura Private Wealth’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 		$26.7K Buy
431
+6
+1% +$374 0.01% 439
2026
Q1 		$26K Buy
425
+49
+13% +$3.07K 0.01% 407
2025
Q4 		$21.2K Buy
376
+10
+3% +$579 0.01% 407
2025
Q3 		$22.2K Sell
366
-114
-24% -$6.64K 0.01% 387
2025
Q2 		$27.7K Sell
480
-735
-60% -$41.6K 0.01% 337
2025
Q1 		$70.5K Sell
1,215
-50
-4% -$2.77K 0.04% 223
2024
Q4 		$67.6K Buy
+1,265
New +$73.7K 0.04% 231

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aventura Private Wealth's O Position: Q2 2026 in Review

Aventura Private Wealth increased its Realty Income (O) stake by 1.4% in Q2 2026, buying an estimated $374 and bringing the position to 431 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #439.

Aventura Private Wealth first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.5K in Q1 2025. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Aventura Private Wealth held 431 shares of Realty Income worth $26.7K as of Q2 2026.
  • Aventura Private Wealth bought 6 Realty Income shares in Q2 2026, an estimated $374.
  • Realty Income made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #439 holding.
  • Aventura Private Wealth first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Realty Income position peaked at $70.5K in Q1 2025.
  • 1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.