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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
LF
1401
LifeSteps Financial
California
$3.1K +$3.12K +50 New
MFS
1402
Montgomery Financial Services
Maryland
$3.1K +$3.12K +50 New
KA
1403
Kozak & Associates
Colorado
$3.09K -$125 -2 -4%
FIA
1404
FNY Investment Advisers
New York
$3K +$3.12K +50 New
TCM
1405
Tradewinds Capital Management
Washington
$2.91K
NRG
1406
Nemes Rush Group
Michigan
$2.66K
RWM
1407
Rialto Wealth Management
New York
$2.6K +$2.12K +34 +425%
LC
1408
Luminist Capital
Michigan
$2.54K +$2.56K +41 New
MHIP
1409
Mountain Hill Investment Partners
New Jersey
$2.52K +$62 +1 +3%
BFPW
1410
BOK Financial Private Wealth
Colorado
$2.48K +$2.49K +40 New
SFAM
1411
Sawyer Falduto Asset Management
Illinois
$2.48K
PCA
1412
Providence Capital Advisors
North Carolina
$2.17K +$2.18K +35 New
NWM
1413
Nova Wealth Management
Florida
$2.13K
APW
1414
Allied Private Wealth
Florida
$1.96K +$1.93K +31 New
SC
1415
Swan Capital
Florida
$1.86K +$1.87K +30 New
GIA
1416
GHP Investment Advisors
Colorado
$1.8K
QWM
1417
Quaker Wealth Management
New Jersey
$1.67K
EWP
1418
Elevation Wealth Partners
California
$1.61K
NB
1419
NBT Bank
New York
$1.61K
AEPWM
1420
Atlantic Edge Private Wealth Management
Florida
$1.55K
BH
1421
Burk Holdings
Oklahoma
$1.55K
JSAM
1422
J. Safra Asset Management
New York
$1.55K
VWA
1423
Valued Wealth Advisors
Utah
$1.55K
WPA
1424
West Paces Advisors
Georgia
$1.55K +$1.56K +25 New
AT
1425
Arlington Trust
Alabama
$1.49K

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.