RIA
OXLC

Realta Investment Advisors’s Oxford Lane Capital OXLC Stock Holding History

Realta Investment Advisors’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-242,781
Closed -$3.55M – 394
2025
Q4 		$3.55M Sell
242,781
-2,652
-1% -$39.7K 1.16% 17
2025
Q3 		$4.16M Sell
245,433
-3,347
-1% -$61.2K 1.39% 16
2025
Q2 		$5.22M Sell
248,780
-1,367
-0.5% -$30.7K 2.06% 9
2025
Q1 		$5.9M Buy
250,147
+44,101
+21% +$1.1M 2.69% 4
2024
Q4 		$5.25M Buy
206,046
+28,307
+16% +$741K 2.15% 7
2024
Q3 		$4.7M Buy
177,739
+126,188
+245% +$3.41M 2.16% 7
2024
Q2 		$1.4M Buy
51,551
+34,220
+197% +$901K 0.27% 88
2024
Q1 		$440K Buy
17,331
+2,861
+20% +$73.5K 0.09% 255
2023
Q4 		$357K Buy
14,470
+2,103
+17% +$51.8K 0.08% 281
2023
Q3 		$299K Hold
12,367
– – 0.07% 294
2023
Q2 		$299K Buy
+12,367
New +$316K 0.07% 303

Other funds holding OXLC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Realta Investment Advisors's OXLC Position: Q1 2026 in Review

Realta Investment Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2026, closing a stake of 242,781 shares — an estimated $3.55M sold.

Realta Investment Advisors first reported a position in OXLC in Q2 2023 and held it in 11 quarters. The position peaked at $5.9M in Q1 2025. 87 funds tracked by Wall St. Rank hold OXLC as of Q1 2026.

  • Realta Investment Advisors reported no remaining Oxford Lane Capital position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 242,781 Oxford Lane Capital shares in Q1 2026, an estimated $3.55M.
  • Realta Investment Advisors first reported a position in Oxford Lane Capital in Q2 2023 and held it in 11 quarters.
  • Realta Investment Advisors's Oxford Lane Capital position peaked at $5.9M in Q1 2025.
  • 87 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.