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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,483
Closed -$855K 206
2024
Q3
$855K Buy
+13,483
New +$802K 0.21% 51
2024
Q2
Sell
-14,483
Closed -$784K 181
2024
Q1
$784K Buy
+14,483
New +$784K 0.25% 43

Other funds holding O

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.