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
Q2 		$227K Sell
3,668
-492
-12% -$30.7K 0.13% 117
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 $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

Aspire Growth Partners's O Position: Q2 2026 in Review

Aspire Growth Partners reduced its Realty Income (O) stake by 12% in Q2 2026, selling an estimated $30.7K and leaving 3,668 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #117.

Aspire Growth Partners first reported a position in O in Q4 2024 and has held it in 7 quarters since. The position peaked at $310K in Q1 2025. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Aspire Growth Partners held 3,668 shares of Realty Income worth $227K as of Q2 2026.
  • Aspire Growth Partners sold 492 Realty Income shares in Q2 2026, an estimated $30.7K.
  • Realty Income made up 0.13% of Aspire Growth Partners's portfolio in Q2 2026, its #117 holding.
  • Aspire Growth Partners first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • Aspire Growth Partners's Realty Income position peaked at $310K in Q1 2025.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Aspire Growth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.