FFA
O icon

Founders Financial Alliance’s Realty Income O Stock Holding History

Founders Financial Alliance’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 		$480K Buy
7,849
+1,449
+23% +$90.7K 0.09% 217
2025
Q4 		$361K Sell
6,400
-3,431
-35% -$199K 0.07% 248
2025
Q3 		$598K Buy
9,831
+3,105
+46% +$181K 0.11% 172
2025
Q2 		$387K Sell
6,726
-3,062
-31% -$173K 0.09% 218
2025
Q1 		$568K Buy
9,788
+1,877
+24% +$104K 0.14% 156
2024
Q4 		$423K Sell
7,911
-485
-6% -$28.2K 0.12% 172
2024
Q3 		$532K Buy
8,396
+261
+3% +$15.5K 0.15% 141
2024
Q2 		$430K Sell
8,135
-2,336
-22% -$125K 0.13% 162
2024
Q1 		$566K Buy
10,471
+874
+9% +$47.3K 0.17% 119
2023
Q4 		$551K Buy
9,597
+249
+3% +$13.1K 0.21% 101
2023
Q3 		$467K Sell
9,348
-39
-0.4% -$2.24K 0.2% 105
2023
Q2 		$561K Sell
9,387
-382
-4% -$23.3K 0.22% 102
2023
Q1 		$616K Sell
9,769
-766
-7% -$49.6K 0.31% 77
2022
Q4 		$668K Buy
10,535
+41
+0.4% +$2.55K 0.31% 75
2022
Q3 		$611K Sell
10,494
-18,484
-64% -$1.27M 0.31% 75
2022
Q2 		$1.98M Buy
28,978
+17,782
+159% +$1.22M 1% 20
2022
Q1 		$776K Sell
11,196
-34
-0.3% -$2.31K 0.34% 70
2021
Q4 		$804K Sell
11,230
-808
-7% -$55.6K 0.32% 74
2021
Q3 		$757K Buy
12,038
+387
+3% +$26.1K 0.35% 72
2021
Q2 		$754K Buy
11,651
+986
+9% +$64.8K 0.34% 72
2021
Q1 		$673K Buy
10,665
+1,690
+19% +$100K 0.33% 74
2020
Q4 		$540K Buy
8,975
+763
+9% +$45.1K 0.31% 75
2020
Q3 		$484K Buy
+8,212
New +$486K 0.29% 74

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

Founders Financial Alliance's O Position: Q1 2026 in Review

Founders Financial Alliance increased its Realty Income (O) stake by 23% in Q1 2026, buying an estimated $90.7K and bringing the position to 7,849 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #217.

Founders Financial Alliance first reported a position in O in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q2 2022. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Founders Financial Alliance held 7,849 shares of Realty Income worth $480K as of Q1 2026.
  • Founders Financial Alliance bought 1,449 Realty Income shares in Q1 2026, an estimated $90.7K.
  • Realty Income made up 0.09% of Founders Financial Alliance's portfolio in Q1 2026, its #217 holding.
  • Founders Financial Alliance first reported a position in Realty Income in Q3 2020 and has held it in 23 quarters since.
  • Founders Financial Alliance's Realty Income position peaked at $1.98M in Q2 2022.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.