LVW Advisors
O icon

LVW Advisors’s Realty Income O Stock Holding History

LVW Advisors’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 		$714K Buy
13,151
+7,373
+128% +$455K 0.06% 203
2026
Q2 		$358K Buy
+5,778
New +$360K 0.03% 307
2018
Q3 		– Hold
0
– – – 36
2018
Q2 		– Hold
0
– – – 35
2018
Q1 		– Hold
0
– – – 38
2017
Q4 		– Hold
0
– – – 36
2017
Q3 		– Sell
-40,750
Closed -$2.26M – 32
2017
Q2 		$2.18M Buy
+40,750
New +$2.25M 0.77% 35

Other funds holding O

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

LVW Advisors's O Position: Q3 2026 in Review

LVW Advisors increased its Realty Income (O) stake by 128% in Q3 2026, buying an estimated $455K and bringing the position to 13,151 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #203.

LVW Advisors first reported a position in O in Q2 2017 and has held it in 3 quarters since. The position peaked at $2.18M in Q2 2017. 937 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • LVW Advisors held 13,151 shares of Realty Income worth $714K as of Q3 2026.
  • LVW Advisors bought 7,373 Realty Income shares in Q3 2026, an estimated $455K.
  • Realty Income made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #203 holding.
  • LVW Advisors first reported a position in Realty Income in Q2 2017 and has held it in 3 quarters since.
  • LVW Advisors's Realty Income position peaked at $2.18M in Q2 2017.
  • 937 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.