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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avestar Capital's O Position: Q3 2025 in Review

Avestar Capital sold out of Realty Income (O) in Q3 2025, closing a stake of 3,858 shares — an estimated $222K sold.

Avestar Capital first reported a position in O in Q4 2017 and held it in 13 quarters. The position peaked at $329K in Q3 2024. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Avestar Capital reported no remaining Realty Income position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 3,858 Realty Income shares in Q3 2025, an estimated $222K.
  • Avestar Capital first reported a position in Realty Income in Q4 2017 and held it in 13 quarters.
  • Avestar Capital's Realty Income position peaked at $329K in Q3 2024.
  • 1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.