UBS Group
O icon

UBS Group’s Realty Income O Stock Holding History

UBS Group’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
Q3 		$11.2M Buy
207,000
+113,900
+122% +$7.03M ﹤0.01% 3280
2026
Q2 		$5.77M Sell
93,100
-243,400
-72% -$15.2M ﹤0.01% 4020
2026
Q1 		$20.6M Sell
336,500
-161,000
-32% -$10.1M ﹤0.01% 2551
2025
Q4 		$28M Hold
497,500
– – ﹤0.01% 2251
2025
Q3 		$30.2M Sell
497,500
-19,900
-4% -$1.16M ﹤0.01% 2131
2025
Q2 		$29.8M Buy
517,400
+180,000
+53% +$10.2M 0.01% 1980
2025
Q1 		$19.6M Buy
337,400
+323,900
+2,399% +$17.9M ﹤0.01% 2348
2024
Q4 		$721K Buy
13,500
+100
+0.7% +$5.82K ﹤0.01% 5584
2024
Q3 		$850K Buy
+13,400
New +$797K ﹤0.01% 4792
2024
Q2 		– Sell
-49,900
Closed -$2.7M – 9928
2024
Q1 		$2.7M Hold
49,900
– – ﹤0.01% 3634
2023
Q4 		$2.87M Buy
+49,900
New +$2.62M ﹤0.01% 3423
2023
Q1 		– Sell
-30,000
Closed -$1.9M – 10137
2022
Q4 		$1.9M Hold
30,000
– – ﹤0.01% 3434
2022
Q3 		$1.75M Hold
30,000
– – ﹤0.01% 3280
2022
Q2 		$2.05M Buy
+30,000
New +$2.06M ﹤0.01% 3129
2020
Q2 		– Sell
-9,804
Closed -$474K – 8239
2020
Q1 		$474K Buy
+9,804
New +$683K ﹤0.01% 4008
2016
Q4 		– Sell
-14,758
Closed -$957K – 7952
2016
Q3 		$957K Buy
+14,758
New +$975K ﹤0.01% 3467
2015
Q1 		– Sell
-1,548
Closed -$72K – 9175
2014
Q4 		$72K Buy
+1,548
New +$68.6K ﹤0.01% 6044

Other funds holding O

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

UBS Group's O Position: Q3 2026 in Review

UBS Group increased its Realty Income (O) stake by 87% in Q3 2026, buying an estimated $287M and bringing the position to 10,018,719 shares worth $544M. The position accounts for 0.07% of the portfolio, ranked #261.

UBS Group first reported a position in O in Q4 2014 and has held it in 48 quarters since. 1,240 funds tracked by Wall St. Rank hold O as of Q3 2026.

  • UBS Group held 10,018,719 shares of Realty Income worth $544M as of Q3 2026.
  • UBS Group bought 4,656,473 Realty Income shares in Q3 2026, an estimated $287M.
  • Realty Income made up 0.07% of UBS Group's portfolio in Q3 2026, its #261 holding.
  • UBS Group first reported a position in Realty Income in Q4 2014 and has held it in 48 quarters since.
  • 1,240 funds tracked by Wall St. Rank held Realty Income as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.