Realty Income shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Realty Income (O) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Realty Income
Tip: Access up to 7 years of quarterly data
All positions including Realty Income held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Realty Income by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 4.6k | 60.79 |
| 2025-03-31 | $854k | 15k | 58.01 |
| 2024-12-31 | $767k | 14k | 53.41 |
| 2024-09-30 | $811k | 13k | 63.42 |
| 2024-06-30 | $678k | 13k | 52.82 |
| 2024-03-31 | $683k | 13k | 54.10 |
| 2019-03-31 | $8.0k | 105 | 76.19 |
| 2018-12-31 | $7.0k | 105 | 66.67 |
| 2018-09-30 | $0 | 9 | 0.00 |
| 2018-06-30 | $0 | 9 | 0.00 |
| 2018-03-31 | $0 | 9 | 0.00 |
| 2017-12-31 | $0 | 9 | 0.00 |