Oak Hill Wealth Advisors’s Realty Income O Stock Holding History

Oak Hill 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
2025 Q3	$680K	Buy	11,185 +635	+6%	+$37K	0.13%	87
2025 Q2	$607K	Buy	10,550 +293	+3%	+$16.6K	0.13%	87
2025 Q1	$595K	Sell	10,257 -373	-4%	-$20.6K	0.14%	77
2024 Q4	$568K	Buy	+10,630	New	+$619K	0.14%	76
2024 Q3	–	Sell	-14,183	Closed	-$844K	–	186
2024 Q2	$749K	Buy	+14,183	New	+$757K	0.23%	48
2024 Q1	–	Sell	-13,957	Closed	-$756K	–	173
2023 Q4	$801K	Sell	13,957 -405	-3%	-$21.3K	0.28%	44
2023 Q3	$717K	Buy	14,362 +764	+6%	+$43.9K	0.28%	44
2023 Q2	$813K	Buy	13,598 +334	+3%	+$20.4K	0.3%	42
2023 Q1	$840K	Sell	13,264 -119	-0.9%	-$7.71K	0.33%	44
2022 Q4	$849K	Buy	+13,383	New	+$831K	0.35%	44

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Hill Wealth Advisors's O Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Realty Income (O) stake by 6% in Q3 2025, buying an estimated $37K and bringing the position to 11,185 shares worth $680K. The position accounts for 0.13% of the portfolio, ranked #87.

Oak Hill Wealth Advisors first reported a position in O in Q4 2022 and has held it in 10 quarters since. The position peaked at $849K in Q4 2022. 1,336 funds tracked by Wall St. Rank hold O as of Q3 2025.

Oak Hill Wealth Advisors held 11,185 shares of Realty Income worth $680K as of Q3 2025.
Oak Hill Wealth Advisors bought 635 Realty Income shares in Q3 2025, an estimated $37K.
Realty Income made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #87 holding.
Oak Hill Wealth Advisors first reported a position in Realty Income in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Realty Income position peaked at $849K in Q4 2022.
1,336 funds tracked by Wall St. Rank held Realty Income as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.