JSSH
O icon

J. Safra Sarasin Holding’s Realty Income O Stock Holding History

J. Safra Sarasin Holding’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
Q1 		$65.8M Buy
1,074,854
+60,389
+6% +$3.78M 1.12% 25
2025
Q4 		$57.2M Buy
1,014,465
+583,889
+136% +$33.8M 0.93% 33
2025
Q3 		$26.2M Buy
+430,576
New +$25.1M 0.42% 71

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Safra Sarasin Holding's O Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Realty Income (O) stake by 6% in Q1 2026, buying an estimated $3.78M and bringing the position to 1,074,854 shares worth $65.8M. The position accounts for 1.12% of the portfolio, ranked #25.

J. Safra Sarasin Holding first reported a position in O in Q3 2025 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • J. Safra Sarasin Holding held 1,074,854 shares of Realty Income worth $65.8M as of Q1 2026.
  • J. Safra Sarasin Holding bought 60,389 Realty Income shares in Q1 2026, an estimated $3.78M.
  • Realty Income made up 1.12% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #25 holding.
  • J. Safra Sarasin Holding first reported a position in Realty Income in Q3 2025 and has held it in 3 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.