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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
VERPA
1301
Virginia Estate & Retirement Planning Advisors
Virginia
$22.3K +$62 +1 +0.3%
CC
1302
Corsicana & Co
Texas
$20.4K +$20.6K +330 New
SWA
1303
SOA Wealth Advisors
New York
$19.9K
WAG
1304
Wilkerson Advisory Group
Missouri
$19.8K -$1.06K -17 -5%
WETS
1305
Wealth Enhancement Trust Services
South Dakota
$19.7K +$11.4K +183 +136%
RWM
1306
RMG Wealth Management
Wisconsin
$19.7K +$17.1K +274 +685%
CA
1307
Crewe Advisors
Utah
$19.5K +$5.49K +88 +39%
CA
1308
Continuum Advisory
Idaho
$19.4K +$19.5K +313 New
CJ
1309
Caitlin John
Michigan
$18.6K +$17.3K +277 +1,204%
RG
1310
RHL Group
Michigan
$18.6K
IBOK
1311
Independence Bank of Kentucky
Kentucky
$18.6K -$34.3K -550 -65%
AWM
1312
Aberdeen Wealth Management
Illinois
$18.6K +$18.7K +300 New
OAG
1313
Oakmont Advisory Group
New Mexico
$18.4K +$18.5K +297 New
CPG
1314
Cornerstone Planning Group
New Jersey
$17.8K -$249 -4 -1%
GWM
1315
Gilpin Wealth Management
Colorado
$17.6K
RBC
1316
Roble Belko & Company
Pennsylvania
$17K +$249 +4 +2%
JGIA
1317
Jackson Grant Investment Advisers
Connecticut
$16.7K +$249 +4 +2%
BWS
1318
Buck Wealth Strategies
Colorado
$16.7K +$16.8K +270 New
FNWA
1319
Financial Network Wealth Advisors
Utah
$16.5K +$2.43K +39 +17%
WTA
1320
Washington Trust Advisors
Massachusetts
$16.1K +$1.68K +27 +12%
FCT
1321
First Community Trust
Iowa
$15.7K
MIM
1322
MTM Investment Management
South Carolina
$15.6K
SFS
1323
Sunrise Financial Services
Washington
$15.5K
DWM
1324
Dogwood Wealth Management
Kansas
$15.3K +$3.06K +49 +25%
EWM
1325
Evermay Wealth Management
Virginia
$14.7K

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.