Foundations Investment Advisors, LLC

Endowment

Position in O — Realty Income Corp

CIK 1743404 PHOENIX, AZ

Position in O

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,125,209

+$343,410 QoQ

Shares Held

34,737

+9.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Foundations Investment Advisors, LLC holds $6,371,041 across 5 REIT - Retail names. O ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	13,868	$2,586,798
2	O	Realty Income Corp This page	34,737	$2,125,209
3	NNN	Nnn REIT, Inc.	29,782	$1,251,737
4	PECO	Phillips Edison & Company, Inc.	5,776	$216,137
5	PINE	Alpine Income Property Trust, Inc.	10,620	$191,160

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,125,209	34,737	+9.9%	Shares	Sole	2026-05-11
2025-12-31	$1,781,799	31,609	+49.6%	Shares	Sole	2026-02-10
2025-09-30	$1,284,431	21,129	+88.1%	Shares	Sole	2025-11-03
2025-06-30	$646,960	11,230	+20.7%	Shares	Sole	2025-08-08
2025-03-31	$539,899	9,307	+12.5%	Shares	Sole	2025-05-07
2024-12-31	$442,021	8,276	-7.2%	Shares	Sole	2025-01-22
2024-09-30	$565,706	8,920	+25.0%	Shares	Sole	2024-10-21
2024-06-30	$376,870	7,135	+40.1%	Shares	Sole	2024-08-02
2023-12-31	$292,497	5,094	-48.6%	Shares	Sole	2024-02-08
2023-09-30	$495,055	9,913	+23.7%	Shares	Sole	2023-10-05
2023-06-30	$479,276	8,016	+26.9%	Shares	Sole	2023-07-19
2023-03-31	$399,865	6,315	+40.7%	Shares	Sole	2023-04-25
2022-12-31	$284,737	4,489	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.