UBS Group’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 | $332M | Buy |
5,362,246
+1,405,620
| +36% | +$87.6M | 0.04% | 435 |
|
|
2026
Q1 | $242M | Sell |
3,956,626
-2,017,323
| -34% | -$126M | 0.04% | 530 |
|
|
2025
Q4 | $337M | Buy |
5,973,949
+1,736,928
| +41% | +$101M | 0.05% | 343 |
|
|
2025
Q3 | $258M | Buy |
4,237,021
+1,430,394
| +51% | +$83.3M | 0.04% | 453 |
|
|
2025
Q2 | $162M | Sell |
2,806,627
-1,743,519
| -38% | -$98.6M | 0.03% | 645 |
|
|
2025
Q1 | $264M | Buy |
4,550,146
+285,355
| +7% | +$15.8M | 0.05% | 400 |
|
|
2024
Q4 | $228M | Buy |
4,264,791
+1,185,542
| +39% | +$69M | 0.04% | 438 |
|
|
2024
Q3 | $195M | Buy |
3,079,249
+661,661
| +27% | +$39.4M | 0.04% | 428 |
|
|
2024
Q2 | $128M | Sell |
2,417,588
-1,112,888
| -32% | -$59.4M | 0.03% | 523 |
|
|
2024
Q1 | $191M | Buy |
3,530,476
+1,594,344
| +82% | +$86.3M | 0.05% | 383 |
|
|
2023
Q4 | $111M | Buy |
1,936,132
+520,283
| +37% | +$27.3M | 0.03% | 529 |
|
|
2023
Q3 | $70.7M | Buy |
1,415,849
+508,933
| +56% | +$29.3M | 0.02% | 644 |
|
|
2023
Q2 | $54.2M | Buy |
906,916
+195,380
| +27% | +$11.9M | 0.02% | 789 |
|
|
2023
Q1 | $45.1M | Sell |
711,536
-766,842
| -52% | -$49.7M | 0.02% | 835 |
|
|
2022
Q4 | $93.8M | Sell |
1,478,378
-60,730
| -4% | -$3.77M | 0.04% | 512 |
|
|
2022
Q3 | $89.6M | Sell |
1,539,108
-52,261
| -3% | -$3.6M | 0.04% | 466 |
|
|
2022
Q2 | $109M | Buy |
1,591,369
+425,275
| +36% | +$29.2M | 0.04% | 418 |
|
|
2022
Q1 | $80.8M | Buy |
1,166,094
+407,843
| +54% | +$27.7M | 0.03% | 597 |
|
|
2021
Q4 | $54.3M | Sell |
758,251
-373,140
| -33% | -$25.7M | 0.02% | 906 |
|
|
2021
Q3 | $71.1M | Buy |
1,131,391
+339,211
| +43% | +$22.9M | 0.02% | 683 |
|
|
2021
Q2 | $51.2M | Buy |
792,180
+100,162
| +14% | +$6.58M | 0.02% | 839 |
|
|
2021
Q1 | $42.6M | Sell |
692,018
-219,839
| -24% | -$13M | 0.01% | 947 |
|
|
2020
Q4 | $54.9M | Sell |
911,857
-72,511
| -7% | -$4.29M | 0.02% | 745 |
|
|
2020
Q3 | $57.9M | Buy |
984,368
+117,943
| +14% | +$6.97M | 0.02% | 588 |
|
|
2020
Q2 | $50M | Buy |
866,425
+285,190
| +49% | +$15.2M | 0.02% | 611 |
|
|
2020
Q1 | $28.1M | Sell |
581,235
-305,874
| -34% | -$21.3M | 0.01% | 811 |
|
|
2019
Q4 | $63.3M | Buy |
887,109
+277,746
| +46% | +$20.7M | 0.02% | 637 |
|
|
2019
Q3 | $45.3M | Sell |
609,363
-93,951
| -13% | -$6.59M | 0.02% | 748 |
|
|
2019
Q2 | $47M | Buy |
703,314
+209,233
| +42% | +$14.3M | 0.02% | 696 |
|
|
2019
Q1 | $35.2M | Buy |
494,081
+216,068
| +78% | +$14.3M | 0.01% | 824 |
|
|
2018
Q4 | $17M | Sell |
278,013
-5,754
| -2% | -$344K | 0.01% | 1194 |
|
|
2018
Q3 | $15.6M | Sell |
283,767
-36,448
| -11% | -$2.01M | 0.01% | 1396 |
|
|
2018
Q2 | $16.7M | Buy |
320,215
+150,438
| +89% | +$7.62M | 0.01% | 1305 |
|
|
2018
Q1 | $8.51M | Sell |
169,777
-126,416
| -43% | -$6.3M | ﹤0.01% | 1842 |
|
|
2017
Q4 | $16.4M | Buy |
296,193
+75,470
| +34% | +$4.09M | 0.01% | 1324 |
|
|
2017
Q3 | $12.2M | Buy |
220,723
+82,236
| +59% | +$4.57M | 0.01% | 1452 |
|
|
2017
Q2 | $7.4M | Sell |
138,487
-14,825
| -10% | -$820K | ﹤0.01% | 1785 |
|
|
2017
Q1 | $8.84M | Sell |
153,312
-38,467
| -20% | -$2.23M | ﹤0.01% | 1609 |
|
|
2016
Q4 | $10.7M | Sell |
191,779
-120,762
| -39% | -$6.78M | 0.01% | 1442 |
|
|
2016
Q3 | $20.3M | Sell |
312,541
-66,950
| -18% | -$4.42M | 0.01% | 974 |
|
|
2016
Q2 | $25.5M | Buy |
379,491
+15,090
| +4% | +$916K | 0.02% | 801 |
|
|
2016
Q1 | $22.1M | Sell |
364,401
-49,315
| -12% | -$2.74M | 0.01% | 831 |
|
|
2015
Q4 | $20.7M | Buy |
413,716
+39,361
| +11% | +$1.88M | 0.01% | 941 |
|
|
2015
Q3 | $17.2M | Sell |
374,355
-109,505
| -23% | -$4.94M | 0.01% | 992 |
|
|
2015
Q2 | $20.8M | Buy |
483,860
+78,247
| +19% | +$3.58M | 0.01% | 958 |
|
|
2015
Q1 | $20.3M | Sell |
405,613
-243,024
| -37% | -$12.2M | 0.01% | 950 |
|
|
2014
Q4 | $30M | Buy |
+648,637
| New | +$28.7M | 0.02% | 757 |
|
Other funds holding O
UBS Group's O Position: Q2 2026 in Review
UBS Group increased its Realty Income (O) stake by 36% in Q2 2026, buying an estimated $87.6M and bringing the position to 5,362,246 shares worth $332M. The position accounts for 0.04% of the portfolio, ranked #435.
UBS Group first reported a position in O in Q4 2014 and has held it in 47 quarters since. The position peaked at $337M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.
- UBS Group held 5,362,246 shares of Realty Income worth $332M as of Q2 2026.
- UBS Group bought 1,405,620 Realty Income shares in Q2 2026, an estimated $87.6M.
- Realty Income made up 0.04% of UBS Group's portfolio in Q2 2026, its #435 holding.
- UBS Group first reported a position in Realty Income in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Realty Income position peaked at $337M in Q4 2025.
- 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.