NIWA
O icon

New Insight Wealth Advisors’s Realty Income O Stock Holding History

New Insight Wealth 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 		$2.11M Buy
34,556
+2,849
+9% +$178K 0.76% 35
2025
Q4 		$1.79M Buy
31,707
+11,583
+58% +$671K 0.64% 36
2025
Q3 		$1.22M Buy
20,124
+5,735
+40% +$334K 0.46% 41
2025
Q2 		$829K Buy
14,389
+5,415
+60% +$306K 0.34% 44
2025
Q1 		$521K Buy
8,974
+2,153
+32% +$119K 0.24% 59
2024
Q4 		$364K Sell
6,821
-203
-3% -$11.8K 0.18% 64
2024
Q3 		$445K Sell
7,024
-631
-8% -$37.5K 0.23% 54
2024
Q2 		$404K Buy
7,655
+854
+13% +$45.6K 0.24% 54
2024
Q1 		$368K Sell
6,801
-1,090
-14% -$59K 0.23% 52
2023
Q4 		$453K Buy
+7,891
New +$414K 0.31% 45

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

New Insight Wealth Advisors's O Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Realty Income (O) stake by 9% in Q1 2026, buying an estimated $178K and bringing the position to 34,556 shares worth $2.11M. The position accounts for 0.76% of the portfolio, ranked #35.

New Insight Wealth Advisors first reported a position in O in Q4 2023 and has held it in 10 quarters since. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • New Insight Wealth Advisors held 34,556 shares of Realty Income worth $2.11M as of Q1 2026.
  • New Insight Wealth Advisors bought 2,849 Realty Income shares in Q1 2026, an estimated $178K.
  • Realty Income made up 0.76% of New Insight Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • New Insight Wealth Advisors first reported a position in Realty Income in Q4 2023 and has held it in 10 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.