Ignite Planners’s Realty Income O Stock Holding History

Ignite Planners’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	$2.33M	Sell	37,533 -507	-1%	-$31.6K	0.32%	72
2026 Q1	$2.32M	Buy	38,040 +747	+2%	+$46.8K	0.36%	67
2025 Q4	$2.28M	Buy	37,293 +679	+2%	+$39.3K	0.35%	66
2025 Q3	$2.23M	Buy	36,614 +35	+0.1%	+$2.04K	0.36%	62
2025 Q2	$2.07M	Sell	36,579 -600	-2%	-$33.9K	0.36%	65
2025 Q1	$2.13M	Buy	37,179 +32,015	+620%	+$1.77M	0.42%	59
2024 Q4	$275K	Sell	5,164 -109	-2%	-$6.35K	0.06%	248
2024 Q3	$334K	Buy	5,273 +31	+0.6%	+$1.84K	0.08%	210
2024 Q2	$278K	Buy	5,242 +20	+0.4%	+$1.07K	0.07%	228
2024 Q1	$279K	Sell	5,222 -708	-12%	-$38.3K	0.08%	223
2023 Q4	$347K	Buy	5,930 +38	+0.6%	+$2K	0.1%	191
2023 Q3	$295K	Buy	5,892 +102	+2%	+$5.87K	0.09%	242
2023 Q2	$345K	Sell	5,790 -1,323	-19%	-$80.7K	0.13%	171
2023 Q1	$446K	Sell	7,113 -368	-5%	-$23.8K	0.18%	141
2022 Q4	$511K	Buy	7,481 +2,602	+53%	+$162K	0.21%	125
2022 Q3	$289K	Buy	+4,879	New	+$336K	0.23%	126

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ignite Planners's O Position: Q2 2026 in Review

Ignite Planners reduced its Realty Income (O) stake by 1.3% in Q2 2026, selling an estimated $31.6K and leaving 37,533 shares worth $2.33M. The position accounts for 0.32% of the portfolio, ranked #72.

Ignite Planners first reported a position in O in Q3 2022 and has held it in 16 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Ignite Planners held 37,533 shares of Realty Income worth $2.33M as of Q2 2026.
Ignite Planners sold 507 Realty Income shares in Q2 2026, an estimated $31.6K.
Realty Income made up 0.32% of Ignite Planners's portfolio in Q2 2026, its #72 holding.
Ignite Planners first reported a position in Realty Income in Q3 2022 and has held it in 16 quarters since.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.