ALA
O icon

Atlas Legacy Advisors’s Realty Income O Stock Holding History

Atlas Legacy 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
2025
Q4 		– Sell
-4,330
Closed -$263K – 209
2025
Q3 		$263K Buy
+4,330
New +$252K 0.05% 176
2025
Q2 		– Sell
-4,135
Closed -$240K – 180
2025
Q1 		$240K Sell
4,135
-1,098
-21% -$60.8K 0.06% 154
2024
Q4 		$279K Buy
+5,233
New +$305K 0.07% 146

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Legacy Advisors's O Position: Q4 2025 in Review

Atlas Legacy Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 4,330 shares — an estimated $263K sold.

Atlas Legacy Advisors first reported a position in O in Q4 2024 and held it in 3 quarters. The position peaked at $279K in Q4 2024. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Atlas Legacy Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Atlas Legacy Advisors sold 4,330 Realty Income shares in Q4 2025, an estimated $263K.
  • Atlas Legacy Advisors first reported a position in Realty Income in Q4 2024 and held it in 3 quarters.
  • Atlas Legacy Advisors's Realty Income position peaked at $279K in Q4 2024.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Atlas Legacy Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.