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Realty Income shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment investment in Realty Income

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

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Quarterly reported holdings in Realty Income by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 17k 61.96
2026-03-31 $13k 216 61.11
2025-12-31 $17k 295 56.29
2025-09-30 $18k 288 60.87
2025-06-30 $12k 200 57.61
2025-03-31 $12k 200 58.01
2024-12-31 $11k 200 54.12
2024-09-30 $11k 200 56.90