Position in O
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,050,283
+$1,037,069 QoQ
Shares Held
16,951
+7747.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#637
of 1,452 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in O Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $1,050,283 across 1 REIT - Retail name. O ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
This page
|
16,951 | $1,050,283 |
All Filings in O
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,283 | 16,951 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,214 | 216 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,629 | 295 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,507 | 288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,522 | 200 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,602 | 200 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,682 | 200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,684 | 200 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||