IA
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Inspire Advisors’s Realty Income O Stock Holding History

Inspire Advisors’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 		$1.31M Buy
21,358
+3,565
+20% +$223K 0.11% 151
2025
Q4 		$1M Sell
17,793
-1,366
-7% -$79.1K 0.09% 160
2025
Q3 		$1.16M Buy
19,159
+2,319
+14% +$135K 0.11% 137
2025
Q2 		$970K Buy
16,840
+7,417
+79% +$419K 0.1% 148
2025
Q1 		$547K Buy
+9,423
New +$522K 0.06% 240
2023
Q1 		– Sell
-4,577
Closed -$290K – 228
2022
Q4 		$290K Buy
+4,577
New +$284K 0.07% 103
2022
Q3 		– Sell
-4,705
Closed -$321K – 168
2022
Q2 		$321K Buy
+4,705
New +$323K 0.09% 41
2021
Q1 		– Sell
-1,290
Closed -$78K – 515
2020
Q4 		$78K Buy
+1,290
New +$76.2K 0.03% 168

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

Inspire Advisors's O Position: Q1 2026 in Review

Inspire Advisors increased its Realty Income (O) stake by 20% in Q1 2026, buying an estimated $223K and bringing the position to 21,358 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #151.

Inspire Advisors first reported a position in O in Q4 2020 and has held it in 8 quarters since. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Inspire Advisors held 21,358 shares of Realty Income worth $1.31M as of Q1 2026.
  • Inspire Advisors bought 3,565 Realty Income shares in Q1 2026, an estimated $223K.
  • Realty Income made up 0.11% of Inspire Advisors's portfolio in Q1 2026, its #151 holding.
  • Inspire Advisors first reported a position in Realty Income in Q4 2020 and has held it in 8 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.