Avidian Wealth Enterprises’s Realty Income O Stock Holding History

Avidian Wealth Enterprises’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	$1.35M	Buy	21,737 +3,104	+17%	+$194K	0.04%	268
2026 Q1	$1.14M	Buy	+18,633	New	+$1.17M	0.04%	277
2024 Q1	–	Sell	-9,487	Closed	-$545K	–	455
2023 Q4	$545K	Buy	9,487 +2,020	+27%	+$106K	0.03%	247
2023 Q3	$373K	Buy	7,467 +3,856	+107%	+$222K	0.03%	294
2023 Q2	$216K	Sell	3,611 -5,497	-60%	-$335K	0.01%	389
2023 Q1	$577K	Sell	9,108 -432	-5%	-$28K	0.03%	270
2022 Q4	$605K	Buy	9,540 +1,425	+18%	+$88.5K	0.04%	250
2022 Q3	$472K	Buy	8,115 +248	+3%	+$17.1K	0.03%	244
2022 Q2	$537K	Buy	7,867 +882	+13%	+$60.6K	0.04%	253
2022 Q1	$484K	Buy	6,985 +1,557	+29%	+$106K	0.03%	308
2021 Q4	$389K	Buy	5,428 +1,019	+23%	+$70.1K	0.02%	349
2021 Q3	$277K	Sell	4,409 -516	-10%	-$34.8K	0.02%	309
2021 Q2	$318K	Buy	+4,925	New	+$324K	0.02%	298

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's O Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Realty Income (O) stake by 17% in Q2 2026, buying an estimated $194K and bringing the position to 21,737 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #268.

Avidian Wealth Enterprises first reported a position in O in Q2 2021 and has held it in 13 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Avidian Wealth Enterprises held 21,737 shares of Realty Income worth $1.35M as of Q2 2026.
Avidian Wealth Enterprises bought 3,104 Realty Income shares in Q2 2026, an estimated $194K.
Realty Income made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #268 holding.
Avidian Wealth Enterprises first reported a position in Realty Income in Q2 2021 and has held it in 13 quarters since.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.