AGP
O icon

Aspire Growth Partners’s Realty Income O Stock Holding History

Aspire Growth Partners’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
Q1 		$254K Sell
4,160
-90
-2% -$5.63K 0.17% 103
2025
Q4 		$240K Sell
4,250
-325
-7% -$18.8K 0.17% 109
2025
Q3 		$278K Buy
4,575
+27
+0.6% +$1.57K 0.2% 100
2025
Q2 		$262K Sell
4,548
-917
-17% -$51.9K 0.21% 96
2025
Q1 		$310K Buy
5,465
+1,137
+26% +$62.9K 0.28% 84
2024
Q4 		$231K Buy
+4,328
New +$252K 0.23% 92

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aspire Growth Partners's O Position: Q1 2026 in Review

Aspire Growth Partners reduced its Realty Income (O) stake by 2.1% in Q1 2026, selling an estimated $5.63K and leaving 4,160 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #103.

Aspire Growth Partners first reported a position in O in Q4 2024 and has held it in 6 quarters since. The position peaked at $310K in Q1 2025. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Aspire Growth Partners held 4,160 shares of Realty Income worth $254K as of Q1 2026.
  • Aspire Growth Partners sold 90 Realty Income shares in Q1 2026, an estimated $5.63K.
  • Realty Income made up 0.17% of Aspire Growth Partners's portfolio in Q1 2026, its #103 holding.
  • Aspire Growth Partners first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • Aspire Growth Partners's Realty Income position peaked at $310K in Q1 2025.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Aspire Growth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.