Realty Income
About: Realty Income owns roughly 15,600 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, gaming, office, manufacturing, and distribution properties, which make up roughly 20% of revenue.
Employees: 468
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
68% more repeat investments, than reductions
Existing positions increased: 620 | Existing positions reduced: 370
64% more call options, than puts
Call options by funds: $478M | Put options by funds: $291M
26% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 93
1.47% more ownership
Funds ownership: 77.2% [Q1] → 78.67% (+1.47%) [Q2]
3% more capital invested
Capital invested by funds: $39.9B [Q1] → $40.9B (+$1.03B) [Q2]
0% more funds holding
Funds holding: 1,255 [Q1] → 1,255 (+0) [Q2]
13% less funds holding in top 10
Funds holding in top 10: 15 [Q1] → 13 (-2) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Mizuho
Haendel St. Juste
|
$63
|
Neutral
Maintained
|
11 Sep 2025 |
Scotiabank
Nicholas Yulico
|
$60
|
Sector Perform
Maintained
|
28 Aug 2025 |
Barclays
Richard Hightower
|
$59
|
Equal-Weight
Maintained
|
20 Aug 2025 |
UBS
Brent Dilts
|
$66
|
Buy
Maintained
|
15 Aug 2025 |
Financial journalist opinion
Based on 90 articles about O published over the past 30 days