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InceptionR’s Realty Income O Stock Holding History

InceptionR’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 		– Sell
-19,194
Closed -$1.17M – 842
2026
Q1 		$1.17M Sell
19,194
-1,358
-7% -$85K 0.28% 104
2025
Q4 		$1.16M Buy
20,552
+16,845
+454% +$975K 0.32% 68
2025
Q3 		$224K Buy
+3,707
New +$216K 0.05% 573
2025
Q2 		– Sell
-4,720
Closed -$273K – 797
2025
Q1 		$273K Buy
+4,720
New +$261K 0.08% 400
2024
Q3 		– Sell
-25,503
Closed -$1.34M – 806
2024
Q2 		$1.34M Buy
+25,503
New +$1.36M 0.38% 54

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

InceptionR's O Position: Q2 2026 in Review

InceptionR sold out of Realty Income (O) in Q2 2026, closing a stake of 19,194 shares — an estimated $1.17M sold.

InceptionR first reported a position in O in Q2 2024 and held it in 5 quarters. The position peaked at $1.34M in Q2 2024. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • InceptionR reported no remaining Realty Income position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 19,194 Realty Income shares in Q2 2026, an estimated $1.17M.
  • InceptionR first reported a position in Realty Income in Q2 2024 and held it in 5 quarters.
  • InceptionR's Realty Income position peaked at $1.34M in Q2 2024.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.