We are live on ! Find out more
O icon

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
TFA
1276
Transamerica Financial Advisors
Florida
$31.2K -$2.81K -45 -8%
KCM
1277
Key Capital Management
Tennessee
$31.2K -$4.99K -80 -14%
OCM
1278
Orion Capital Management
California
$31K -$181K -2,900 -85%
EWM
1279
Evolution Wealth Management
Florida
$31K
AIC
1280
Archer Investment Corporation
Indiana
$30.3K +$249 +4 +0.8%
HI
1281
Hoey Investments
Pennsylvania
$30.1K -$3.62K -58 -11%
MSFP
1282
Mark Sheptoff Financial Planning
Connecticut
$29.7K
EP
1283
Essential Partners
California
$29.3K
DJSG
1284
D.J. St. Germain
Massachusetts
$28.6K +$125 +2 +0.4%
SL
1285
Salomon & Ludwin
Virginia
$28.3K -$24.9K -399 -47%
ST
1286
Smithfield Trust
Pennsylvania
$28K -$56.2K -901 -67%
AW
1287
Avion Wealth
Texas
$28K -$4.68K -75 -14%
APW
1288
Aventura Private Wealth
Florida
$26.7K +$374 +6 +1%
DF
1289
Dunhill Financial
United Kingdom
$26.6K +$19.3K +310 +263%
BFS
1290
Bare Financial Services
Pennsylvania
$26.4K +$6.79K +109 +34%
ADL
1291
Asset Dedication LLC
California
$25.7K +$11K +176 +74%
JGCM
1292
Joseph Group Capital Management
Ohio
$25.2K +$15.4K +247 +154%
HWP
1293
Highline Wealth Partners
California
$24.9K +$7.92K +127 +46%
PS
1294
Planning Strategies
Pennsylvania
$24.8K +$24.9K +400 New
PSB
1295
Piscataqua Savings Bank
New Hampshire
$24.8K
VNA
1296
Valley National Advisers
Pennsylvania
$24.4K -$1.06K -17 -4%
KAS
1297
Kemnay Advisory Services
New York
$24.4K +$1.12K +18 +5%
BC
1298
Barrett & Company
Rhode Island
$23.5K -$4.55K -73 -16%
Q1WB
1299
Quest 10 Wealth Builders
Virginia
$23.2K -$125 -2 -0.5%
SGK
1300
Steigerwald Gordon & Koch
Virginia
$22.9K -$997 -16 -4%

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.