FIA
O icon

Foundations Investment Advisors’s Realty Income O Stock Holding History

Foundations Investment 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
Q1 		$2.13M Buy
34,737
+3,128
+10% +$196K 0.03% 362
2025
Q4 		$1.78M Buy
31,609
+10,480
+50% +$607K 0.02% 376
2025
Q3 		$1.28M Buy
21,129
+9,899
+88% +$577K 0.02% 411
2025
Q2 		$647K Buy
11,230
+1,923
+21% +$109K 0.01% 528
2025
Q1 		$540K Buy
9,307
+1,031
+12% +$57.1K 0.01% 559
2024
Q4 		$442K Sell
8,276
-644
-7% -$37.5K 0.01% 562
2024
Q3 		$566K Buy
8,920
+1,785
+25% +$106K 0.01% 494
2024
Q2 		$377K Buy
+7,135
New +$381K 0.01% 557
2024
Q1 		– Sell
-5,094
Closed -$281K – 734
2023
Q4 		$281K Sell
5,094
-4,819
-49% -$253K 0.01% 564
2023
Q3 		$495K Buy
9,913
+1,897
+24% +$109K 0.02% 384
2023
Q2 		$479K Buy
8,016
+1,701
+27% +$104K 0.02% 371
2023
Q1 		$400K Buy
6,315
+1,826
+41% +$118K 0.01% 353
2022
Q4 		$285K Buy
+4,489
New +$279K 0.01% 351
2018
Q4 		– Sell
-4,058
Closed -$224K – 120
2018
Q3 		$224K Buy
+4,058
New +$224K 0.05% 90

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

Foundations Investment Advisors's O Position: Q1 2026 in Review

Foundations Investment Advisors increased its Realty Income (O) stake by 9.9% in Q1 2026, buying an estimated $196K and bringing the position to 34,737 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #362.

Foundations Investment Advisors first reported a position in O in Q3 2018 and has held it in 14 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Foundations Investment Advisors held 34,737 shares of Realty Income worth $2.13M as of Q1 2026.
  • Foundations Investment Advisors bought 3,128 Realty Income shares in Q1 2026, an estimated $196K.
  • Realty Income made up 0.03% of Foundations Investment Advisors's portfolio in Q1 2026, its #362 holding.
  • Foundations Investment Advisors first reported a position in Realty Income in Q3 2018 and has held it in 14 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.