Universal-Beteiligungs- und Servicegesellschaft
O icon

Universal-Beteiligungs- und Servicegesellschaft’s Realty Income O Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$61.9M Buy
1,000,283
+280,840
+39% +$17.5M 0.09% 176
2026
Q1 		$44M Sell
719,443
-4,141
-0.6% -$259K 0.08% 236
2025
Q4 		$40.8M Sell
723,584
-102,857
-12% -$5.96M 0.07% 240
2025
Q3 		$50.2M Buy
826,441
+61,005
+8% +$3.55M 0.08% 207
2025
Q2 		$44.1M Buy
765,436
+135,219
+21% +$7.65M 0.08% 223
2025
Q1 		$36.6M Buy
630,217
+168,391
+36% +$9.32M 0.07% 247
2024
Q4 		$24.7M Buy
+461,826
New +$26.9M 0.05% 326

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 $3.37T AUM 44.26% 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

Universal-Beteiligungs- und Servicegesellschaft's O Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Realty Income (O) stake by 39% in Q2 2026, buying an estimated $17.5M and bringing the position to 1,000,283 shares worth $61.9M. The position accounts for 0.09% of the portfolio, ranked #176.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,000,283 shares of Realty Income worth $61.9M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 280,840 Realty Income shares in Q2 2026, an estimated $17.5M.
  • Realty Income made up 0.09% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #176 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.