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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
PA
1501
PFG Advisors
Arizona
-$228K -3,731 Closed
MWM
1502
Mindset Wealth Management
Indiana
-$221K -3,620 Closed
PWS
1503
Pursuit Wealth Strategies
North Carolina
-$217K -3,554 Closed
SIAG
1504
Safeguard Investment Advisory Group
California
-$204K -3,336 Closed
NI
1505
Natural Investments
California
-$202K -3,312 Closed
CAS
1506
CTC Alternative Strategies
Illinois
-$202K -3,300 Closed
CRC
1507
Curi RMB Capital
Illinois
-$202K -3,299 Closed
Acadian Asset Management
1508
Acadian Asset Management
Massachusetts
-$156K -2,558 Closed
TPWA
1509
Twin Peaks Wealth Advisors
California
-$114K -1,869 Closed
FW
1510
Fairway Wealth
Ohio
-$81.6K -1,334 Closed
SA
1511
Scarborough Advisors
Maryland
-$68.9K -1,127 Closed
WSFG
1512
Wall Street Financial Group
Illinois
-$62.4K -1,020 Closed
MTIC
1513
Missouri Trust & Investment Company
Missouri
-$48.5K -793 Closed
TF
1514
Tompkins Financial
New York
-$41.6K -680 Closed
CAM
1515
Chesapeake Asset Management
New York
-$30.6K -500 Closed
EI
1516
EFG International
-$28.8K -470 Closed
SMBT
1517
Southern Michigan Bank & Trust
Michigan
-$28.8K -470 Closed
IAAG
1518
Innovative Asset Advisors Group
Connecticut
-$22.4K -365 Closed
MWM
1519
Magnolia Wealth Management
Alabama
-$20.9K -342 Closed
CIR
1520
Clear Investment Research
Georgia
-$19.4K -316 Closed
GTAM
1521
Global Trust Asset Management
Florida
-$15.3K -250 Closed
IWS
1522
Intentional Wealth Strategies
Colorado
-$14.4K -236 Closed
RF
1523
Roxbury Financial
New Jersey
-$12.2K -200 Closed
UOTTAIMCU
1524
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$11.6K -189 Closed
MWA
1525
Merkkuri Wealth Advisors
New York
-$11K -179 Closed

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.