Institute for Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Other funds holding O
Institute for Wealth Management's O Position: Q2 2026 in Review
Institute for Wealth Management opened a new position in Realty Income (O) in Q2 2026: 1,910 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in O as recently as Q2 2013.
Institute for Wealth Management first reported a position in O in Q2 2013 and has held it in 2 quarters since. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.
- Institute for Wealth Management held 1,910 shares of Realty Income worth $118K as of Q2 2026.
- Realty Income was a new Institute for Wealth Management position in Q2 2026.
- Realty Income made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #642 holding.
- Institute for Wealth Management first reported a position in Realty Income in Q2 2013 and has held it in 2 quarters since.
- 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.