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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
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 $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

InceptionR's O Position: Q1 2026 in Review

InceptionR reduced its Realty Income (O) stake by 6.6% in Q1 2026, selling an estimated $85K and leaving 19,194 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #104.

InceptionR first reported a position in O in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • InceptionR held 19,194 shares of Realty Income worth $1.17M as of Q1 2026.
  • InceptionR sold 1,358 Realty Income shares in Q1 2026, an estimated $85K.
  • Realty Income made up 0.28% of InceptionR's portfolio in Q1 2026, its #104 holding.
  • InceptionR first reported a position in Realty Income in Q2 2024 and has held it in 5 quarters since.
  • InceptionR's Realty Income position peaked at $1.34M in Q2 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.