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 Q3	$301K	Buy	5,549 +26	+0.5%	+$1.6K	0.08%	172
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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Hoxton Planning & Management's O Position: Q3 2026 in Review

Hoxton Planning & Management increased its Realty Income (O) stake by 0.47% in Q3 2026, buying an estimated $1.6K and bringing the position to 5,549 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #172.

Hoxton Planning & Management first reported a position in O in Q3 2024 and has held it in 9 quarters since. The position peaked at $342K in Q2 2026. 501 funds tracked by Wall St. Rank hold O as of Q3 2026.

Hoxton Planning & Management held 5,549 shares of Realty Income worth $301K as of Q3 2026.
Hoxton Planning & Management bought 26 Realty Income shares in Q3 2026, an estimated $1.6K.
Realty Income made up 0.08% of Hoxton Planning & Management's portfolio in Q3 2026, its #172 holding.
Hoxton Planning & Management first reported a position in Realty Income in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's Realty Income position peaked at $342K in Q2 2026.
501 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.