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Legacy Wealth Asset Management’s Realty Income O Stock Holding History

Legacy Wealth Asset Management’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
2026
Q2 		$310K Sell
5,004
-817
-14% -$50.9K 0.07% 316
2026
Q1 		$356K Buy
+5,821
New +$364K 0.09% 302
2025
Q4 		– Sell
-3,489
Closed -$212K – 377
2025
Q3 		$212K Buy
+3,489
New +$203K 0.05% 348

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Wealth Asset Management's O Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Realty Income (O) stake by 14% in Q2 2026, selling an estimated $50.9K and leaving 5,004 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #316.

Legacy Wealth Asset Management first reported a position in O in Q3 2025 and has held it in 3 quarters since. The position peaked at $356K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Legacy Wealth Asset Management held 5,004 shares of Realty Income worth $310K as of Q2 2026.
  • Legacy Wealth Asset Management sold 817 Realty Income shares in Q2 2026, an estimated $50.9K.
  • Realty Income made up 0.07% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #316 holding.
  • Legacy Wealth Asset Management first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's Realty Income position peaked at $356K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.