LA
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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
Q2 		– Sell
-4,773
Closed -$277K – 286
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Advisors's O Position: Q2 2025 in Review

Legacy Advisors sold out of Realty Income (O) in Q2 2025, closing a stake of 4,773 shares — an estimated $277K sold.

Legacy Advisors first reported a position in O in Q3 2017 and held it in 5 quarters. The position peaked at $287K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Legacy Advisors reported no remaining Realty Income position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 4,773 Realty Income shares in Q2 2025, an estimated $277K.
  • Legacy Advisors first reported a position in Realty Income in Q3 2017 and held it in 5 quarters.
  • Legacy Advisors's Realty Income position peaked at $287K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.