HWM
O icon

Hemington Wealth Management’s Realty Income O Stock Holding History

Hemington Wealth Management’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
Q3 		$17K Buy
292
+38
+15% +$2.21K ﹤0.01% 699
2025
Q2 		$14K Sell
254
-13
-5% -$735 ﹤0.01% 744
2025
Q1 		$15K Sell
267
-31
-10% -$1.72K ﹤0.01% 671
2024
Q4 		$15K Sell
298
-15
-5% -$874 ﹤0.01% 639
2024
Q3 		$18K Buy
+313
New +$18.6K ﹤0.01% 543

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hemington Wealth Management's O Position: Q3 2025 in Review

Hemington Wealth Management increased its Realty Income (O) stake by 15% in Q3 2025, buying an estimated $2.21K and bringing the position to 292 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Hemington Wealth Management first reported a position in O in Q3 2024 and has held it in 5 quarters since. The position peaked at $18K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold O as of Q3 2025.

  • Hemington Wealth Management held 292 shares of Realty Income worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 38 Realty Income shares in Q3 2025, an estimated $2.21K.
  • Realty Income made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #699 holding.
  • Hemington Wealth Management first reported a position in Realty Income in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Realty Income position peaked at $18K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.