Legacy Wealth Asset Management, LLC

Position in O — Realty Income Corp

CIK 1846151 WOODBURY, MN

Position in O

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$310,047

-$46,081 QoQ

Shares Held

5,004

-14.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#994

of 1,449 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,014,903 across 5 REIT - Retail names. O ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	7,070	$1,581,205
2	KRG	Kite Realty Group Trust	21,303	$604,579
3	O	Realty Income Corp This page	5,004	$310,047
4	REG	Regency Centers Corp	3,642	$290,413
5	ADC	Agree Realty Corp	3,019	$228,659

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,047	5,004	-14.0%	Shares	Sole	2026-07-09
2026-03-31	$356,128	5,821	+66.8%	Shares	Sole	2026-04-08
2025-09-30	$212,096	3,489	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.