AWM
O icon

Avior Wealth Management’s Realty Income O Stock Holding History

Avior Wealth Management’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 		$509K Sell
8,221
-4,048
-33% -$252K 0.01% 514
2026
Q1 		$751K Sell
12,269
-7,841
-39% -$491K 0.02% 424
2025
Q4 		$1.13M Buy
20,110
+2,966
+17% +$172K 0.04% 290
2025
Q3 		$1.04M Buy
17,144
+37
+0.2% +$2.16K 0.03% 289
2025
Q2 		$986K Buy
17,107
+45
+0.3% +$2.54K 0.03% 283
2025
Q1 		$990K Buy
17,062
+3,337
+24% +$185K 0.04% 267
2024
Q4 		$733K Buy
13,725
+3,067
+29% +$179K 0.03% 352
2024
Q3 		$676K Sell
10,658
-1,413
-12% -$84.1K 0.03% 376
2024
Q2 		$638K Buy
12,071
+3,002
+33% +$160K 0.03% 372
2024
Q1 		$491K Buy
9,069
+2,435
+37% +$132K 0.02% 459
2023
Q4 		$381K Sell
6,634
-727
-10% -$38.2K 0.02% 404
2023
Q3 		$368K Sell
7,361
-209
-3% -$12K 0.02% 401
2023
Q2 		$453K Sell
7,570
-335
-4% -$20.4K 0.03% 368
2023
Q1 		$501K Buy
7,905
+3,122
+65% +$202K 0.03% 343
2022
Q4 		$303K Buy
4,783
+9
+0.2% +$559 0.02% 403
2022
Q3 		$277K Buy
4,774
+1,611
+51% +$111K 0.02% 392
2022
Q2 		$215K Buy
3,163
+30
+1% +$2.06K 0.02% 410
2022
Q1 		$217K Buy
3,133
+8
+0.3% +$544 0.02% 424
2021
Q4 		$223K Sell
3,125
-93
-3% -$6.39K 0.02% 412
2021
Q3 		$202K Buy
3,218
+12
+0.4% +$810 0.02% 416
2021
Q2 		$207K Buy
3,206
+6
+0.2% +$394 0.02% 399
2021
Q1 		$196K Sell
3,200
-27
-0.8% -$1.6K 0.02% 401
2020
Q4 		$194K Buy
3,227
+52
+2% +$3.07K 0.02% 378
2020
Q3 		$186K Buy
3,175
+712
+29% +$42.1K 0.03% 383
2020
Q2 		$142K Buy
2,463
+154
+7% +$8.2K 0.02% 404
2020
Q1 		$111K Hold
2,309
– – 0.02% 405
2019
Q4 		$164K Hold
2,309
– – 0.03% 390
2019
Q3 		$171K Hold
2,309
– – 0.03% 376
2019
Q2 		$154K Buy
2,309
+761
+49% +$52K 0.03% 381
2019
Q1 		$110K Sell
1,548
-761
-33% -$50.4K 0.02% 395
2018
Q4 		$141K Hold
2,309
– – 0.03% 378
2018
Q3 		$127K Hold
2,309
– – 0.03% 419
2018
Q2 		$120K Hold
2,309
– – 0.03% 424
2018
Q1 		$116K Hold
2,309
– – 0.03% 425
2017
Q4 		$128K Hold
2,309
– – 0.03% 420
2017
Q3 		$128K Hold
2,309
– – 0.04% 156
2017
Q2 		$123K Hold
2,309
– – 0.05% 143
2017
Q1 		$133K Hold
2,309
– – 0.04% 167
2016
Q4 		$129K Hold
2,309
– – 0.05% 151
2016
Q3 		$150K Hold
2,309
– – 0.06% 146
2016
Q2 		$155K Hold
2,309
– – 0.07% 134
2016
Q1 		$140K Hold
2,309
– – 0.06% 136
2015
Q4 		$115K Hold
2,309
– – 0.06% 133
2015
Q3 		$106K Hold
2,309
– – 0.06% 127
2015
Q2 		$99K Hold
2,309
– – 0.08% 95
2015
Q1 		$115K Hold
2,309
– – 0.09% 88
2014
Q4 		$107K Hold
2,309
– – 0.09% 92
2014
Q3 		$91K Hold
2,309
– – 0.08% 102
2014
Q2 		$99K Hold
2,309
– – 0.08% 93
2014
Q1 		$91K Buy
+2,309
New +$91.6K 0.08% 91

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

Avior Wealth Management's O Position: Q2 2026 in Review

Avior Wealth Management reduced its Realty Income (O) stake by 33% in Q2 2026, selling an estimated $252K and leaving 8,221 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #514.

Avior Wealth Management first reported a position in O in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.13M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Avior Wealth Management held 8,221 shares of Realty Income worth $509K as of Q2 2026.
  • Avior Wealth Management sold 4,048 Realty Income shares in Q2 2026, an estimated $252K.
  • Realty Income made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Avior Wealth Management first reported a position in Realty Income in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's Realty Income position peaked at $1.13M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.