Hoxton Planning & Management’s Realty Income O Stock Holding History

Hoxton Planning & 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
2026 Q2	$342K	Buy	5,523 +5	+0.1%	+$312	0.09%	159
2026 Q1	$338K	Sell	5,518 -38	-0.7%	-$2.38K	0.1%	147
2025 Q4	$313K	Buy	5,556 +124	+2%	+$7.18K	0.09%	151
2025 Q3	$330K	Sell	5,432 -149	-3%	-$8.68K	0.11%	145
2025 Q2	$322K	Buy	5,581 +211	+4%	+$11.9K	0.11%	148
2025 Q1	$312K	Buy	5,370 +3	+0.1%	+$166	0.12%	146
2024 Q4	$287K	Buy	5,367 +1,469	+38%	+$85.6K	0.11%	162
2024 Q3	$247K	Buy	+3,898	New	+$232K	0.1%	177

Other funds holding O

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Hoxton Planning & Management's O Position: Q2 2026 in Review

Hoxton Planning & Management increased its Realty Income (O) stake by 0.09% in Q2 2026, buying an estimated $312 and bringing the position to 5,523 shares worth $342K. The position accounts for 0.09% of the portfolio, ranked #159.

Hoxton Planning & Management first reported a position in O in Q3 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold O as of Q2 2026.

Hoxton Planning & Management held 5,523 shares of Realty Income worth $342K as of Q2 2026.
Hoxton Planning & Management bought 5 Realty Income shares in Q2 2026, an estimated $312.
Realty Income made up 0.09% of Hoxton Planning & Management's portfolio in Q2 2026, its #159 holding.
Hoxton Planning & Management first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
276 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.