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Andrew Hill Investment Advisors’s Realty Income O Stock Holding History

Andrew Hill Investment Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23,674
Closed -$1.44M – 58
2025
Q3 		$1.44M Sell
23,674
-281
-1% -$16.4K 1.12% 27
2025
Q2 		$1.38M Sell
23,955
-495
-2% -$28K 1.11% 29
2025
Q1 		$1.42M Buy
+24,450
New +$1.35M 1.37% 25

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Andrew Hill Investment Advisors's O Position: Q4 2025 in Review

Andrew Hill Investment Advisors sold out of Realty Income (O) in Q4 2025, closing a stake of 23,674 shares — an estimated $1.44M sold.

Andrew Hill Investment Advisors first reported a position in O in Q1 2025 and held it in 3 quarters. The position peaked at $1.44M in Q3 2025. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Andrew Hill Investment Advisors reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Andrew Hill Investment Advisors sold 23,674 Realty Income shares in Q4 2025, an estimated $1.44M.
  • Andrew Hill Investment Advisors first reported a position in Realty Income in Q1 2025 and held it in 3 quarters.
  • Andrew Hill Investment Advisors's Realty Income position peaked at $1.44M in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Andrew Hill Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.