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
Q2 		$65M Buy
1,184,225
+109,371
+10% +$6.82M 0.93% 31
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

J. Safra Sarasin Holding's O Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Realty Income (O) stake by 10% in Q2 2026, buying an estimated $6.82M and bringing the position to 1,184,225 shares worth $65M. The position accounts for 0.93% of the portfolio, ranked #31.

J. Safra Sarasin Holding first reported a position in O in Q3 2025 and has held it in 4 quarters since. The position peaked at $65.8M in Q1 2026. 1,464 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • J. Safra Sarasin Holding held 1,184,225 shares of Realty Income worth $65M as of Q2 2026.
  • J. Safra Sarasin Holding bought 109,371 Realty Income shares in Q2 2026, an estimated $6.82M.
  • Realty Income made up 0.93% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #31 holding.
  • J. Safra Sarasin Holding first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • J. Safra Sarasin Holding's Realty Income position peaked at $65.8M in Q1 2026.
  • 1,464 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.