Swiss Life Asset Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.55M Sell
121,916
-1,932
-2% -$120K 0.03% 377
2026
Q1
$7.58M Buy
123,848
+37,932
+44% +$2.37M 0.04% 333
2025
Q4
$4.84M Sell
85,916
-3,852
-4% -$223K 0.02% 415
2025
Q3
$5.46M Buy
89,768
+4,610
+5% +$269K 0.03% 381
2025
Q2
$4.91M Sell
85,158
-29,186
-26% -$1.65M 0.03% 377
2025
Q1
$6.63M Buy
114,344
+29,316
+34% +$1.62M 0.05% 295
2024
Q4
$4.54M Buy
85,028
+14,655
+21% +$853K 0.03% 326
2024
Q3
$4.46M Sell
70,373
-4,685
-6% -$279K 0.05% 271
2024
Q2
$3.96M Buy
75,058
+41,773
+126% +$2.23M 0.05% 284
2024
Q1
$1.8M Sell
33,285
-102,903
-76% -$5.57M 0.03% 351
2023
Q4
$7.83M Buy
136,188
+29,318
+27% +$1.54M 0.09% 247
2023
Q3
$5.34M Buy
106,870
+35,759
+50% +$2.06M 0.08% 276
2023
Q2
$4.25M Sell
71,111
-12,868
-15% -$785K 0.06% 344
2023
Q1
$5.32M Buy
83,979
+27,464
+49% +$1.78M 0.08% 295
2022
Q4
$3.59M Sell
56,515
-10,528
-16% -$654K 0.06% 335
2022
Q3
$3.9M Sell
67,043
-241
-0.4% -$16.6K 0.07% 303
2022
Q2
$4.59M Sell
67,284
-24,488
-27% -$1.68M 0.07% 293
2022
Q1
$6.36M Sell
91,772
-29,032
-24% -$1.97M 0.09% 244
2021
Q4
$8.65M Sell
120,804
-702
-0.6% -$48.3K 0.11% 212
2021
Q3
$7.63M Sell
121,506
-5,797
-5% -$391K 0.11% 224
2021
Q2
$8.89M Buy
127,303
+27,848
+28% +$1.83M 0.09% 220
2021
Q1
$6.12M Sell
99,455
-3,262
-3% -$193K 0.09% 263
2020
Q4
$6.19M Sell
102,717
-52,694
-34% -$3.11M 0.09% 254
2020
Q3
$9.15M Hold
155,411
0.14% 131
2020
Q2
$8.96M Sell
155,411
-11,977
-7% -$638K 0.14% 125
2020
Q1
$8.09M Buy
167,388
+33,062
+25% +$2.3M 0.15% 127
2019
Q4
$9.58M Sell
134,326
-70,950
-35% -$5.28M 0.18% 113
2019
Q3
$15.3M Sell
205,276
-449,952
-69% -$31.6M 0.2% 104
2019
Q2
$43.8M Buy
655,228
+18,913
+3% +$1.29M 0.53% 50
2019
Q1
$45.4M Buy
636,315
+543,559
+586% +$36M 0.57% 48
2018
Q4
$5.67M Sell
92,756
-19,497
-17% -$1.16M 0.12% 136
2018
Q3
$6.19M Buy
112,253
+82,698
+280% +$4.55M 0.08% 180
2018
Q2
$1.54M Sell
29,555
-17,102
-37% -$867K 0.02% 347
2018
Q1
$2.34M Buy
46,657
+18,741
+67% +$934K 0.04% 270
2017
Q4
$1.54M Sell
27,916
-8,313
-23% -$451K 0.03% 263
2017
Q3
$2.01M Buy
36,229
+26,275
+264% +$1.46M 0.05% 197
2017
Q2
$532K Buy
+9,954
New +$551K 0.01% 400
2016
Q4
Sell
-4,230
Closed -$274K 459
2016
Q3
$274K Sell
4,230
-7,007
-62% -$463K 0.01% 400
2016
Q2
$754K Sell
11,237
-19,434
-63% -$1.18M 0.03% 192
2016
Q1
$1.86M Buy
+30,671
New +$1.71M 0.08% 133

Other funds holding O

Swiss Life Asset Management's O Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Realty Income (O) stake by 1.6% in Q2 2026, selling an estimated $120K and leaving 121,916 shares worth $7.55M. The position accounts for 0.03% of the portfolio, ranked #377.

Swiss Life Asset Management first reported a position in O in Q1 2016 and has held it in 40 quarters since. The position peaked at $45.4M in Q1 2019. 1,092 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Swiss Life Asset Management held 121,916 shares of Realty Income worth $7.55M as of Q2 2026.
  • Swiss Life Asset Management sold 1,932 Realty Income shares in Q2 2026, an estimated $120K.
  • Realty Income made up 0.03% of Swiss Life Asset Management's portfolio in Q2 2026, its #377 holding.
  • Swiss Life Asset Management first reported a position in Realty Income in Q1 2016 and has held it in 40 quarters since.
  • Swiss Life Asset Management's Realty Income position peaked at $45.4M in Q1 2019.
  • 1,092 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.