Inspire Trust Company’s Realty Income O Stock Holding History

Inspire Trust Company’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	$2.08M	Sell	34,000 -7,000	-17%	-$438K	0.32%	93
2025 Q4	$2.31M	Buy	41,000 +5,000	+14%	+$289K	0.38%	91
2025 Q3	$2.19M	Buy	36,000 +5,000	+16%	+$291K	0.4%	89
2025 Q2	$1.79M	Buy	31,000 +3,000	+11%	+$170K	0.37%	92
2025 Q1	$1.62M	Hold	28,000	–	–	0.39%	97
2024 Q4	$1.5M	Buy	28,000 +5,775	+26%	+$336K	0.38%	91
2024 Q3	$1.41M	Buy	22,225 +2,000	+10%	+$119K	0.39%	88
2024 Q2	$1.07M	Buy	20,225 +7,000	+53%	+$374K	0.35%	91
2024 Q1	$715K	Buy	13,225 +8,690	+192%	+$471K	0.4%	87
2023 Q4	$260K	Buy	+4,535	New	+$238K	0.27%	84

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Inspire Trust Company's O Position: Q1 2026 in Review

Inspire Trust Company reduced its Realty Income (O) stake by 17% in Q1 2026, selling an estimated $438K and leaving 34,000 shares worth $2.08M. The position accounts for 0.32% of the portfolio, ranked #93.

Inspire Trust Company first reported a position in O in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

Inspire Trust Company held 34,000 shares of Realty Income worth $2.08M as of Q1 2026.
Inspire Trust Company sold 7,000 Realty Income shares in Q1 2026, an estimated $438K.
Realty Income made up 0.32% of Inspire Trust Company's portfolio in Q1 2026, its #93 holding.
Inspire Trust Company first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
Inspire Trust Company's Realty Income position peaked at $2.31M in Q4 2025.
1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Inspire Trust Company's 13F filing for Q1 2026, filed 12 May 2026.