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 Q2	$1.65M	Buy	26,581 +5,223	+24%	+$326K	0.11%	144
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 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

Inspire Advisors's O Position: Q2 2026 in Review

Inspire Advisors increased its Realty Income (O) stake by 24% in Q2 2026, buying an estimated $326K and bringing the position to 26,581 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #144.

Inspire Advisors first reported a position in O in Q4 2020 and has held it in 9 quarters since. 1,461 funds tracked by Wall St. Rank hold O as of Q2 2026.

Inspire Advisors held 26,581 shares of Realty Income worth $1.65M as of Q2 2026.
Inspire Advisors bought 5,223 Realty Income shares in Q2 2026, an estimated $326K.
Realty Income made up 0.11% of Inspire Advisors's portfolio in Q2 2026, its #144 holding.
Inspire Advisors first reported a position in Realty Income in Q4 2020 and has held it in 9 quarters since.
1,461 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.