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Realty Income

1,451 hedge funds and large institutions have $46B invested in Realty Income in 2026 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 653 increasing their positions, 471 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $390M | Put options by funds: $252M

48% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 94

39% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 471

6% more capital invested

Capital invested by funds: $43.5B → $46B (+$2.57B)

3.47% more ownership

Funds ownership: 76.15%79.62% (+3.5%)

1% more funds holding

Funds holding: 1,4411,451 (+10)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
1,451
Holders Change
+10
Holders Change %
+0.69%
% of All Funds
17.53%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
139
Increased
653
Reduced
471
Closed
94
Calls
$390M
Puts
$252M
Net Calls
+$138M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
276
Oregon Public Employees Retirement Fund
Oregon
$7.1M +$586K +9,400 +9%
AMG
277
Advisors Management Group
Wisconsin
$7.1M -$81.6K -1,309 -1%
JWCA
278
J.W. Cole Advisors
Florida
$6.99M +$7.03M +112,757 New
MCM
279
Marathon Capital Management
Maryland
$6.91M -$51K -818 -0.7%
TTWM
280
TCV Trust & Wealth Management
Virginia
$6.89M +$53.4K +856 +0.8%
PNC
281
Park National Corp
Ohio
$6.86M +$150K +2,412 +2%
CIC
282
Carnegie Investment Counsel
Ohio
$6.81M +$337K +5,401 +5%
CAS
283
Coppell Advisory Solutions
Texas
$6.81M +$4.07M +65,318 New
Rafferty Asset Management
284
Rafferty Asset Management
New York
$6.7M +$1.79M +28,745 +36%
MCP
285
Martin Capital Partners
Oregon
$6.66M -$17.6K -283 -0.3%
EI
286
Ethic Inc
New York
$6.6M -$223K -3,572 -3%
SIA
287
Sit Investment Associates
Minnesota
$6.6M +$534K +8,570 +9%
RMA
288
Roffman Miller Associates
Pennsylvania
$6.59M +$655K +10,514 +11%
CW
289
CreativeOne Wealth
Kansas
$6.59M +$732K +11,740 +12%
ETC
290
Exchange Traded Concepts
Oklahoma
$6.56M +$970K +15,553 +17%
TCM
291
Telos Capital Management
California
$6.51M +$94.1K +1,509 +1%
DC
292
Davenport & Co
Virginia
$6.45M -$502K -8,045 -7%
NB
293
Norinchukin Bank
Japan
$6.44M +$496K +7,953 +8%
PFA
294
Pathway Financial Advisers
Indiana
$6.39M +$101K +1,616 +2%
Nomura Holdings
295
Nomura Holdings
Japan
$6.35M +$3.81M +61,098 +148%
OAM
296
OP Asset Management
$6.3M +$634K +10,165 +11%
SC
297
Savant Capital
Illinois
$6.28M +$3.15M +50,558 +98%
OAC
298
OMERS Administration Corp
Ontario, Canada
$6.27M -$6.82M -109,354 -52%
CS
299
Candriam SCA
Luxembourg
$6.23M -$2.61M -41,849 -29%
LOIM
300
Liberty One Investment Management
Illinois
$6.01M +$374K +6,002 +7%

O Hedge Fund Activity: Q2 2026 in Review

1,451 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2026, worth a combined $46B — up 5.9% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new O positions and 94 closed out — a net gain of 45 holders — while 653 added to existing stakes and 471 trimmed.

The largest buyer was UBS AM, adding an estimated $643M. The largest seller was JP Morgan Chase, cutting an estimated $475M.

  • 1,451 institutional investors held Realty Income (O) as of Q2 2026, up from 1,441 in Q1 2026.
  • Funds reported $46B of Realty Income stock for Q2 2026, up 5.9% quarter-over-quarter.
  • 139 funds opened new Realty Income positions in Q2 2026 and 94 closed out, a net change of +45 holders.
  • The largest Realty Income buyer in Q2 2026 was UBS AM, an estimated $643M added.
  • The largest Realty Income seller in Q2 2026 was JP Morgan Chase, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2026.