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
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 $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

IMG Wealth Management's O Position: Q1 2026 in Review

IMG Wealth Management reduced its Realty Income (O) stake by 30% in Q1 2026, selling an estimated $939 and leaving 35 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

IMG Wealth Management first reported a position in O in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.82K in Q4 2025. 1,436 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • IMG Wealth Management held 35 shares of Realty Income worth $2.14K as of Q1 2026.
  • IMG Wealth Management sold 15 Realty Income shares in Q1 2026, an estimated $939.
  • Realty Income made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #439 holding.
  • IMG Wealth Management first reported a position in Realty Income in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Realty Income position peaked at $2.82K in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.