IP
O icon

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
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
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

Ignite Planners's O Position: Q1 2026 in Review

Ignite Planners increased its Realty Income (O) stake by 2% in Q1 2026, buying an estimated $46.8K and bringing the position to 38,040 shares worth $2.32M. The position accounts for 0.36% of the portfolio, ranked #67.

Ignite Planners first reported a position in O in Q3 2022 and has held it in 15 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Ignite Planners held 38,040 shares of Realty Income worth $2.32M as of Q1 2026.
  • Ignite Planners bought 747 Realty Income shares in Q1 2026, an estimated $46.8K.
  • Realty Income made up 0.36% of Ignite Planners's portfolio in Q1 2026, its #67 holding.
  • Ignite Planners first reported a position in Realty Income in Q3 2022 and has held it in 15 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.