My Legacy Advisors’s Realty Income O Stock Holding History

My 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	$572K	Sell	10,046 -924	-8%	-$52.2K	0.2%	131
2025 Q1	$636K	Sell	10,970 -178	-2%	-$9.85K	0.25%	118
2024 Q4	$593K	Sell	11,148 -353	-3%	-$20.6K	0.23%	116
2024 Q3	$729K	Sell	11,501 -435	-4%	-$25.9K	0.29%	106
2024 Q2	$630K	Sell	11,936 -757	-6%	-$40.4K	0.2%	129
2024 Q1	$687K	Sell	12,693 -20	-0.2%	-$1.08K	0.23%	128
2023 Q4	$754K	Buy	12,713 +12	+0.1%	+$630	0.27%	108
2023 Q3	$628K	Hold	12,701	–	–	0.26%	120
2023 Q2	$774K	Sell	12,701 -750	-6%	-$45.8K	0.3%	108
2023 Q1	$843K	Hold	13,451	–	–	0.36%	90
2022 Q4	$909K	Sell	13,451 -31	-0.2%	-$1.93K	0.39%	89
2022 Q3	$749K	Sell	13,482 -456	-3%	-$31.4K	0.38%	91
2022 Q2	$970K	Sell	13,938 -655	-4%	-$45K	0.49%	61
2022 Q1	$1.01M	Buy	+14,593	New	+$992K	0.47%	61

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's O Position: Q2 2025 in Review

My Legacy Advisors reduced its Realty Income (O) stake by 8.4% in Q2 2025, selling an estimated $52.2K and leaving 10,046 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #131.

My Legacy Advisors first reported a position in O in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold O as of Q2 2025.

My Legacy Advisors held 10,046 shares of Realty Income worth $572K as of Q2 2025.
My Legacy Advisors sold 924 Realty Income shares in Q2 2025, an estimated $52.2K.
Realty Income made up 0.2% of My Legacy Advisors's portfolio in Q2 2025, its #131 holding.
My Legacy Advisors first reported a position in Realty Income in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Realty Income position peaked at $1.01M in Q1 2022.
1,283 funds tracked by Wall St. Rank held Realty Income as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.