AC
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
Q2 		$202K Buy
+3,266
New +$204K 0.01% 522
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% -$25.9K 0.02% 403
2024
Q4 		$268K Sell
5,016
-176
-3% -$10.3K 0.02% 408
2024
Q3 		$329K Buy
5,192
+235
+5% +$14K 0.03% 326
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

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

Avestar Capital's O Position: Q2 2026 in Review

Avestar Capital opened a new position in Realty Income (O) in Q2 2026: 3,266 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Avestar Capital previously reported a position in O as recently as Q2 2025.

Avestar Capital first reported a position in O in Q4 2017 and has held it in 14 quarters since. The position peaked at $329K in Q3 2024. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Avestar Capital held 3,266 shares of Realty Income worth $202K as of Q2 2026.
  • Realty Income was a new Avestar Capital position in Q2 2026.
  • Realty Income made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #522 holding.
  • Avestar Capital first reported a position in Realty Income in Q4 2017 and has held it in 14 quarters since.
  • Avestar Capital's Realty Income position peaked at $329K in Q3 2024.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.