J. Safra Sarasin Holding 13F: Cuts O Stake by $6.2M

On October 26, 2026, J. Safra Sarasin Holding trimmed its stake in Realty Income Corporation (O) by 103,586 shares, valued at approximately $6.24 million. This information comes from the fund's latest Form 13F filing with the SEC.

In the filing, J. Safra Sarasin reported holding 1,080,639 shares after the reduction, down from 1,184,225 shares. The decrease represents an 8.7% drop in its position. The total reported value of this stake is about $65.1 million, which makes up 2.74% of the fund's overall portfolio, ranking it 11th among its holdings.

O Realty Income Corporation

$57.16 ▲ +3.76% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Realty Income Fits in J. Safra Sarasin's Portfolio

J. Safra Sarasin's position in Realty Income is significant, accounting for 2.74% of its total reported value of $2.37 billion.

Realty Income Corporation Stock Up 0.5%

As of October 26, 2026, Realty Income shares closed at $57.16, which is about equal to its recent trading price. The stock is currently trading below its 50-day moving average of $57.97 and its 200-day average of $61.68. The shares are also about 15.9% below their 52-week high of $67.94 but are 7.5% above the 52-week low of $53.15.

Recent Earnings

Realty Income reported trailing twelve-month revenue of approximately $6.07 billion and an earnings per share (EPS) of $1.38. The company is expected to announce its next earnings on November 2, 2026.

Insider Buying and Selling at Realty Income Corporation

Several insiders have sold shares recently, including Director Mary Hogan Preusse, who sold 11,000 shares at an average price of $60.43 on September 30, 2025, and General Counsel Michelle Bushore, who sold 7,400 shares at $62.42 on April 2, 2026. These transactions occurred before the recent 13F filing.

Analysts Set New Price Targets

On September 24, 2026, Scotiabank downgraded Realty Income to a "Sector Perform" rating with a target price of $59.00, down from $67.00. Truist Securities initiated coverage with a "Hold" rating and a target of $60.00 on October 2, 2026. Wells Fargo and Mizuho maintained their ratings at "Equal-Weight" and "Neutral," respectively, with targets of $59.00.

About Realty Income

Realty Income Corporation is a real estate investment trust (REIT) that focuses on generating reliable monthly dividends for its investors. As of June 30, 2026, it has a portfolio of over 15,500 properties located in all 50 U.S. states and several countries in Europe.

Bottom Line

Investors should keep an eye on Realty Income's upcoming earnings announcement on November 2, 2026, for insights into its financial performance. J. Safra Sarasin's recent reduction in holdings may signal a shift in its investment strategy, but it still maintains a significant position in the company.