Avestar Capital
O icon

Avestar Capital’s Realty Income O Stock Holding History

Avestar Capital’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 		$290K Buy
5,346
+2,080
+64% +$128K 0.02% 455
2026
Q2 		$202K Buy
+3,266
New +$204K 0.01% 523
2025
Q3 		– Sell
-3,858
Closed -$222K – 509
2025
Q2 		$222K Sell
3,858
-691
-15% -$39.1K 0.02% 447
2025
Q1 		$264K Sell
4,549
-467
-9% -$25.8K 0.02% 403
2024
Q4 		$268K Sell
5,016
-176
-3% -$10.2K 0.02% 408
2024
Q3 		$329K Buy
5,192
+235
+5% +$14K 0.03% 327
2024
Q2 		$262K Buy
4,957
+967
+24% +$51.6K 0.03% 366
2024
Q1 		$216K Buy
+3,990
New +$216K 0.02% 407
2019
Q3 		– Sell
-456
Closed -$29K – 623
2019
Q2 		$29K Hold
456
– – 0.02% 347
2019
Q1 		$30K Buy
456
+28
+7% +$1.86K 0.02% 341
2018
Q4 		$24K Buy
428
+180
+73% +$10.7K 0.02% 324
2018
Q3 		$11K Sell
248
-15
-6% -$826 0.01% 451
2018
Q2 		$11K Buy
263
+9
+4% +$456 0.01% 449
2018
Q1 		$11K Sell
254
-66
-21% -$3.29K 0.01% 409
2017
Q4 		$14K Buy
+320
New +$17.4K 0.01% 391

Other funds holding O

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Avestar Capital's O Position: Q3 2026 in Review

Avestar Capital increased its Realty Income (O) stake by 64% in Q3 2026, buying an estimated $128K and bringing the position to 5,346 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #455.

Avestar Capital first reported a position in O in Q4 2017 and has held it in 15 quarters since. The position peaked at $329K in Q3 2024. 530 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Avestar Capital held 5,346 shares of Realty Income worth $290K as of Q3 2026.
  • Avestar Capital bought 2,080 Realty Income shares in Q3 2026, an estimated $128K.
  • Realty Income made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #455 holding.
  • Avestar Capital first reported a position in Realty Income in Q4 2017 and has held it in 15 quarters since.
  • Avestar Capital's Realty Income position peaked at $329K in Q3 2024.
  • 530 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.