Atlanta Consulting Group Advisors’s Realty Income O Stock Holding History

Atlanta Consulting Group 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	$283K	Sell	4,542 -542	-11%	-$33.8K	0.04%	164
2026 Q1	$312K	Buy	5,084 +1,277	+34%	+$79.9K	0.07%	120
2025 Q4	$216K	Sell	3,807 -2,438	-39%	-$141K	0.05%	153
2025 Q3	$380K	Buy	6,245 +780	+14%	+$45.4K	0.09%	96
2025 Q2	$315K	Sell	5,465 -147	-3%	-$8.31K	0.09%	100
2025 Q1	$326K	Buy	5,612 +828	+17%	+$45.8K	0.1%	93
2024 Q4	$256K	Sell	4,784 -9,338	-66%	-$544K	0.09%	107
2024 Q3	$896K	Buy	+14,122	New	+$840K	0.22%	89

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

Atlanta Consulting Group Advisors's O Position: Q2 2026 in Review

Atlanta Consulting Group Advisors reduced its Realty Income (O) stake by 11% in Q2 2026, selling an estimated $33.8K and leaving 4,542 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #164.

Atlanta Consulting Group Advisors first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $896K in Q3 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Atlanta Consulting Group Advisors held 4,542 shares of Realty Income worth $283K as of Q2 2026.
Atlanta Consulting Group Advisors sold 542 Realty Income shares in Q2 2026, an estimated $33.8K.
Realty Income made up 0.04% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #164 holding.
Atlanta Consulting Group Advisors first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
Atlanta Consulting Group Advisors's Realty Income position peaked at $896K in Q3 2024.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.