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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
PCFFS
1426
Pacific Center for Financial Services
California
$1.43K
1CP
1427
1015 Capital Partners
Pennsylvania
$1.43K
UCB
1428
United Community Bank
South Carolina
$1.36K
DCM
1429
Davis Capital Management
Florida
$1.24K +$249 +4 +25%
RIAS
1430
Rachor Investment Advisory Services
Michigan
$1.24K
DFA
1431
DHJJ Financial Advisors
Illinois
$1.12K
PJC
1432
Phillip James Consulting
Minnesota
$991
SHIM
1433
Stone House Investment Management
Pennsylvania
$991
MBFW
1434
Morton Brown Family Wealth
Pennsylvania
$991 +$997 +16 New
TBFA
1435
Three Bearings Fiduciary Advisors
New Hampshire
$934
NL
1436
NVWM LLC
Pennsylvania
$929 +$312 +5 +50%
BIM
1437
Breakwater Investment Management
Washington
$682 +$686 +11 New
PWA
1438
Provenance Wealth Advisors
Florida
$496 +$499 +8 New
GFA
1439
Godfrey Financial Associates
New York
$434
TC
1440
Trust Company
Kansas
$372 -$76.1K -1,220 -100%
MWM
1441
Mosley Wealth Management
California
$372 +$374 +6 New
TCA
1442
Trifecta Capital Advisors
Illinois
$372 +$374 +6 New
SWAG
1443
Spectrum Wealth Advisory Group
California
$314 +$312 +5 New
GCM
1444
Gunpowder Capital Management
Maryland
$310
RFG
1445
REAP Financial Group
Texas
$248 -$3.99K -64 -94%
EC
1446
Elequin Capital
New York
$248 -$2.12K -34 -89%
3FI
1447
3 Factor Indexing
California
$248
RPA
1448
Redwood Park Advisors
California
$124
HIA
1449
Highland Investment Advisors
Florida
$62 +$62 +1 New
SWIM
1450
Smallwood Wealth Investment Management
New Jersey
$60

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.