LA
O icon

Legacy Advisors’s Realty Income O Stock Holding History

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
Q1 		$277K Buy
4,773
+264
+6% +$14.6K 0.03% 346
2024
Q4 		$241K Sell
4,509
-22
-0.5% -$1.28K 0.02% 349
2024
Q3 		$287K Buy
+4,531
New +$270K 0.03% 303
2019
Q2 		– Sell
-1,032
Closed -$74K – 406
2019
Q1 		$74K Buy
+1,032
New +$68.4K 0.02% 185
2017
Q4 		– Sell
-31
Closed -$1K – 408
2017
Q3 		$1K Buy
+31
New +$1.72K ﹤0.01% 347

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Advisors's O Position: Q1 2025 in Review

Legacy Advisors increased its Realty Income (O) stake by 5.9% in Q1 2025, buying an estimated $14.6K and bringing the position to 4,773 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #346.

Legacy Advisors first reported a position in O in Q3 2017 and has held it in 5 quarters since. The position peaked at $287K in Q3 2024. 1,279 funds tracked by Wall St. Rank hold O as of Q1 2025.

  • Legacy Advisors held 4,773 shares of Realty Income worth $277K as of Q1 2025.
  • Legacy Advisors bought 264 Realty Income shares in Q1 2025, an estimated $14.6K.
  • Realty Income made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #346 holding.
  • Legacy Advisors first reported a position in Realty Income in Q3 2017 and has held it in 5 quarters since.
  • Legacy Advisors's Realty Income position peaked at $287K in Q3 2024.
  • 1,279 funds tracked by Wall St. Rank held Realty Income as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.