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 Q3	$1.23M	Buy	22,677 +940	+4%	+$58K	0.03%	293
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

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's O Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Realty Income (O) stake by 4.3% in Q3 2026, buying an estimated $58K and bringing the position to 22,677 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #293.

Avidian Wealth Enterprises first reported a position in O in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.35M in Q2 2026. 53 funds tracked by Wall St. Rank hold O as of Q3 2026.

Avidian Wealth Enterprises held 22,677 shares of Realty Income worth $1.23M as of Q3 2026.
Avidian Wealth Enterprises bought 940 Realty Income shares in Q3 2026, an estimated $58K.
Realty Income made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #293 holding.
Avidian Wealth Enterprises first reported a position in Realty Income in Q2 2021 and has held it in 14 quarters since.
Avidian Wealth Enterprises's Realty Income position peaked at $1.35M in Q2 2026.
53 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.