Vontobel Holding
O icon

Vontobel Holding’s Realty Income O Stock Holding History

Vontobel Holding’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 		$1.27M Buy
20,568
+8,323
+68% +$519K ﹤0.01% 742
2026
Q1 		$749K Buy
12,245
+888
+8% +$55.6K ﹤0.01% 718
2025
Q4 		$640K Buy
11,357
+525
+5% +$30.4K ﹤0.01% 914
2025
Q3 		$658K Buy
+10,832
New +$631K ﹤0.01% 854

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vontobel Holding's O Position: Q2 2026 in Review

Vontobel Holding increased its Realty Income (O) stake by 68% in Q2 2026, buying an estimated $519K and bringing the position to 20,568 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Vontobel Holding first reported a position in O in Q3 2025 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Vontobel Holding held 20,568 shares of Realty Income worth $1.27M as of Q2 2026.
  • Vontobel Holding bought 8,323 Realty Income shares in Q2 2026, an estimated $519K.
  • Realty Income made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #742 holding.
  • Vontobel Holding first reported a position in Realty Income in Q3 2025 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.