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Realty Income shares owned by Legacy Advisors

Quarter-by-quarter ownership of Realty Income (O) shares owned by Legacy Advisors from 13F filings

Historical chart of Legacy Advisors investment in Realty Income

Tip: Access up to 7 years of quarterly data

All positions including Realty Income held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Realty Income by Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $287k 4.5k 63.42
2019-03-31 $74k 1.0k 74.00
2017-09-30 $999 30 33.33

More positions owned by Legacy Advisors

MasTec (MTZ)
Vertex Cl A (VERX)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Legacy Advisors

Top funds holding Realty Income

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Parnassus Investments
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Invesco
Charles Schwab Investment Management
Jpmorgan Chase & Co
Northern Trust
APG Asset Management US

View all funds holding Realty Income