UIM
O icon

USS Investment Management’s Realty Income O Stock Holding History

USS Investment Management’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
Q1 		$11.5M Buy
187,856
+10,126
+6% +$634K 0.04% 214
2025
Q4 		$10M Buy
177,730
+12,217
+7% +$707K 0.05% 225
2025
Q3 		$10.1M Hold
165,513
– – 0.05% 221
2025
Q2 		$9.53M Hold
165,513
– – 0.06% 217
2025
Q1 		$9.6M Hold
165,513
– – 0.07% 205
2024
Q4 		$8.84M Sell
165,513
-29,411
-15% -$1.71M 0.06% 243
2024
Q3 		$12.4M Buy
194,924
+29,568
+18% +$1.76M 0.09% 194
2024
Q2 		$8.73M Hold
165,356
– – 0.07% 229
2024
Q1 		$8.94M Buy
165,356
+19,267
+13% +$1.04M 0.07% 224
2023
Q4 		$8.39M Sell
146,089
-20,448
-12% -$1.07M 0.07% 227
2023
Q3 		$8.32M Buy
166,537
+21,374
+15% +$1.23M 0.09% 223
2023
Q2 		$8.68M Buy
145,163
+6,038
+4% +$368K 0.1% 213
2023
Q1 		$8.81M Buy
139,125
+5,886
+4% +$381K 0.12% 191
2022
Q4 		$8.45M Buy
133,239
+23,346
+21% +$1.45M 0.12% 192
2022
Q3 		$6.4M Sell
109,893
-34,061
-24% -$2.35M 0.09% 239
2022
Q2 		$9.83M Sell
143,954
-5,881
-4% -$404K 0.1% 214
2022
Q1 		$10.4M Buy
149,835
+24,313
+19% +$1.65M 0.09% 255
2021
Q4 		$8.99M Buy
125,522
+32,783
+35% +$2.25M 0.07% 297
2021
Q3 		$5.83M Buy
92,739
+85,102
+1,114% +$5.75M 0.05% 383
2021
Q2 		$494K Hold
7,637
– – ﹤0.01% 590
2021
Q1 		$470K Hold
7,637
– – ﹤0.01% 578
2020
Q4 		$460K Hold
7,637
– – ﹤0.01% 573
2020
Q3 		$449K Hold
7,637
– – ﹤0.01% 555
2020
Q2 		$440K Buy
+7,637
New +$407K ﹤0.01% 557

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

USS Investment Management's O Position: Q1 2026 in Review

USS Investment Management increased its Realty Income (O) stake by 5.7% in Q1 2026, buying an estimated $634K and bringing the position to 187,856 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #214.

USS Investment Management first reported a position in O in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.4M in Q3 2024. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • USS Investment Management held 187,856 shares of Realty Income worth $11.5M as of Q1 2026.
  • USS Investment Management bought 10,126 Realty Income shares in Q1 2026, an estimated $634K.
  • Realty Income made up 0.04% of USS Investment Management's portfolio in Q1 2026, its #214 holding.
  • USS Investment Management first reported a position in Realty Income in Q2 2020 and has held it in 24 quarters since.
  • USS Investment Management's Realty Income position peaked at $12.4M in Q3 2024.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.