IWM
O icon

IMG Wealth Management’s Realty Income O Stock Holding History

IMG Wealth Management’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 		$5.33K Buy
86
+51
+146% +$3.18K ﹤0.01% 398
2026
Q1 		$2.14K Sell
35
-15
-30% -$939 ﹤0.01% 439
2025
Q4 		$2.82K Buy
50
+11
+28% +$637 ﹤0.01% 474
2025
Q3 		$2.37K Hold
39
– – ﹤0.01% 433
2025
Q2 		$2.25K Buy
+39
New +$2.21K ﹤0.01% 432

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IMG Wealth Management's O Position: Q2 2026 in Review

IMG Wealth Management increased its Realty Income (O) stake by 146% in Q2 2026, buying an estimated $3.18K and bringing the position to 86 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

IMG Wealth Management first reported a position in O in Q2 2025 and has held it in 5 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • IMG Wealth Management held 86 shares of Realty Income worth $5.33K as of Q2 2026.
  • IMG Wealth Management bought 51 Realty Income shares in Q2 2026, an estimated $3.18K.
  • Realty Income made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #398 holding.
  • IMG Wealth Management first reported a position in Realty Income in Q2 2025 and has held it in 5 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.