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Legacy Investment Solutions’s Realty Income O Stock Holding History

Legacy Investment Solutions’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 		$11.5K Buy
+200
New +$11.3K 0.01% 296
2024
Q4 		$10.8K Hold
200
– – 0.01% 276
2024
Q3 		$11.4K Buy
+200
New +$11.9K 0.01% 292

Other funds holding O

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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 Investment Solutions's O Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Realty Income (O) in Q2 2025: 200 shares worth $11.5K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in O as recently as Q4 2024.

Legacy Investment Solutions first reported a position in O in Q3 2024 and has held it in 3 quarters since. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

  • Legacy Investment Solutions held 200 shares of Realty Income worth $11.5K as of Q2 2025.
  • Realty Income was a new Legacy Investment Solutions position in Q2 2025.
  • Realty Income made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #296 holding.
  • Legacy Investment Solutions first reported a position in Realty Income in Q3 2024 and has held it in 3 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.