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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
Q3 		$205K Sell
3,772
-1,232
-25% -$76K 0.04% 348
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Legacy Wealth Asset Management's O Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Realty Income (O) stake by 25% in Q3 2026, selling an estimated $76K and leaving 3,772 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #348.

Legacy Wealth Asset Management first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $356K in Q1 2026. 62 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • Legacy Wealth Asset Management held 3,772 shares of Realty Income worth $205K as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,232 Realty Income shares in Q3 2026, an estimated $76K.
  • Realty Income made up 0.04% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #348 holding.
  • Legacy Wealth Asset Management first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Asset Management's Realty Income position peaked at $356K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.