SPC
O icon

Spirepoint Private Client’s Realty Income O Stock Holding History

Spirepoint Private Client’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 		$211K Buy
+3,455
New +$216K 0.02% 307
2024
Q4 		– Sell
-3,655
Closed -$232K – 226
2024
Q3 		$232K Buy
+3,655
New +$218K 0.03% 190
2024
Q2 		– Sell
-4,140
Closed -$224K – 217
2024
Q1 		$224K Buy
+4,140
New +$224K 0.03% 187

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

Spirepoint Private Client's O Position: Q1 2026 in Review

Spirepoint Private Client opened a new position in Realty Income (O) in Q1 2026: 3,455 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #307 among its holdings. This is a return to the name: Spirepoint Private Client previously reported a position in O as recently as Q3 2024.

Spirepoint Private Client first reported a position in O in Q1 2024 and has held it in 3 quarters since. The position peaked at $232K in Q3 2024. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Spirepoint Private Client held 3,455 shares of Realty Income worth $211K as of Q1 2026.
  • Realty Income was a new Spirepoint Private Client position in Q1 2026.
  • Realty Income made up 0.02% of Spirepoint Private Client's portfolio in Q1 2026, its #307 holding.
  • Spirepoint Private Client first reported a position in Realty Income in Q1 2024 and has held it in 3 quarters since.
  • Spirepoint Private Client's Realty Income position peaked at $232K in Q3 2024.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.