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Legacy Financial Advisors’s Realty Income O Stock Holding History

Legacy Financial 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
-4,569
Closed -$278K – 433
2025
Q3 		$278K Buy
+4,569
New +$266K 0.04% 344
2025
Q2 		– Sell
-14,718
Closed -$854K – 390
2025
Q1 		$854K Buy
14,718
+361
+3% +$20K 0.14% 119
2024
Q4 		$767K Buy
14,357
+1,567
+12% +$91.3K 0.13% 134
2024
Q3 		$811K Sell
12,790
-52
-0.4% -$3.09K 0.14% 123
2024
Q2 		$678K Buy
12,842
+222
+2% +$11.9K 0.12% 143
2024
Q1 		$683K Buy
+12,620
New +$683K 0.12% 138
2019
Q2 		– Sell
-108
Closed -$8K – 655
2019
Q1 		$8K Hold
108
– – ﹤0.01% 672
2018
Q4 		$7K Buy
108
+99
+1,100% +$5.91K ﹤0.01% 655
2018
Q3 		$0 Hold
9
– – ﹤0.01% 932
2018
Q2 		$0 Hold
9
– – ﹤0.01% 951
2018
Q1 		$0 Hold
9
– – ﹤0.01% 878
2017
Q4 		$0 Buy
+9
New +$488 ﹤0.01% 844

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Legacy Financial Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 4,569 shares — an estimated $278K sold.

Legacy Financial Advisors first reported a position in O in Q4 2017 and held it in 12 quarters. The position peaked at $854K in Q1 2025. 1,365 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 4,569 Realty Income shares in Q4 2025, an estimated $278K.
  • Legacy Financial Advisors first reported a position in Realty Income in Q4 2017 and held it in 12 quarters.
  • Legacy Financial Advisors's Realty Income position peaked at $854K in Q1 2025.
  • 1,365 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.