Integrated Investment Consultants’s Realty Income O Stock Holding History

Integrated Investment Consultants’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	$324K	Sell	5,237 -196	-4%	-$12.2K	0.06%	192
2026 Q1	$332K	Buy	5,433 +34	+0.6%	+$2.13K	0.07%	179
2025 Q4	$304K	Sell	5,399 -39	-0.7%	-$2.26K	0.06%	202
2025 Q3	$331K	Sell	5,438 -828	-13%	-$48.2K	0.06%	224
2025 Q2	$361K	Sell	6,266 -253	-4%	-$14.3K	0.07%	195
2025 Q1	$378K	Buy	+6,519	New	+$361K	0.08%	206
2018 Q2	–	Sell	-43	Closed	-$2K	–	535
2018 Q1	$2K	Buy	+43	New	+$2.14K	﹤0.01%	803

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

Integrated Investment Consultants's O Position: Q2 2026 in Review

Integrated Investment Consultants reduced its Realty Income (O) stake by 3.6% in Q2 2026, selling an estimated $12.2K and leaving 5,237 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #192.

Integrated Investment Consultants first reported a position in O in Q1 2018 and has held it in 7 quarters since. The position peaked at $378K in Q1 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

Integrated Investment Consultants held 5,237 shares of Realty Income worth $324K as of Q2 2026.
Integrated Investment Consultants sold 196 Realty Income shares in Q2 2026, an estimated $12.2K.
Realty Income made up 0.06% of Integrated Investment Consultants's portfolio in Q2 2026, its #192 holding.
Integrated Investment Consultants first reported a position in Realty Income in Q1 2018 and has held it in 7 quarters since.
Integrated Investment Consultants's Realty Income position peaked at $378K in Q1 2025.
1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.