HWA
O icon

HHM Wealth Advisors’s Realty Income O Stock Holding History

HHM Wealth 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
2026
Q2 		$556K Sell
8,973
-163
-2% -$10.2K 0.06% 119
2026
Q1 		$559K Sell
9,136
-440
-5% -$27.5K 0.06% 109
2025
Q4 		$540K Sell
9,576
-62
-0.6% -$3.59K 0.06% 108
2025
Q3 		$586K Sell
9,638
-744
-7% -$43.3K 0.07% 106
2025
Q2 		$598K Sell
10,382
-275
-3% -$15.6K 0.07% 100
2025
Q1 		$618K Sell
10,657
-32
-0.3% -$1.77K 0.08% 89
2024
Q4 		$571K Sell
10,689
-18
-0.2% -$1.05K 0.08% 95
2024
Q3 		$679K Sell
10,707
-3,030
-22% -$180K 0.1% 74
2024
Q2 		$726K Buy
13,737
+12,093
+736% +$646K 0.11% 72
2024
Q1 		$88.9K Buy
1,644
+271
+20% +$14.7K 0.01% 223
2023
Q4 		$78.8K Buy
1,373
+355
+35% +$18.6K 0.01% 230
2023
Q3 		$50.8K Sell
1,018
-309
-23% -$17.8K 0.01% 269
2023
Q2 		$79.3K Sell
1,327
-74
-5% -$4.52K 0.01% 232
2023
Q1 		$88.7K Buy
1,401
+108
+8% +$7K 0.02% 213
2022
Q4 		$82K Buy
1,293
+81
+7% +$5.03K 0.02% 190
2022
Q3 		$71K Buy
1,212
+762
+169% +$52.5K 0.02% 191
2022
Q2 		$31K Hold
450
– – 0.01% 350
2022
Q1 		$31K Hold
450
– – 0.01% 376
2021
Q4 		$32K Sell
450
-14
-3% -$963 0.01% 360
2021
Q3 		$29K Hold
464
– – 0.01% 364
2021
Q2 		$30K Hold
464
– – 0.01% 353
2021
Q1 		$29K Hold
464
– – 0.01% 339
2020
Q4 		$28K Hold
464
– – 0.01% 322
2020
Q3 		$27K Buy
+464
New +$27.4K 0.01% 290

Other funds holding O

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HHM Wealth Advisors's O Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Realty Income (O) stake by 1.8% in Q2 2026, selling an estimated $10.2K and leaving 8,973 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #119.

HHM Wealth Advisors first reported a position in O in Q3 2020 and has held it in 24 quarters since. The position peaked at $726K in Q2 2024. 419 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • HHM Wealth Advisors held 8,973 shares of Realty Income worth $556K as of Q2 2026.
  • HHM Wealth Advisors sold 163 Realty Income shares in Q2 2026, an estimated $10.2K.
  • Realty Income made up 0.06% of HHM Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • HHM Wealth Advisors first reported a position in Realty Income in Q3 2020 and has held it in 24 quarters since.
  • HHM Wealth Advisors's Realty Income position peaked at $726K in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.