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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
BlackRock
1
BlackRock
New York
$7B +$313M +5,021,581 +5%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$5.15B +$117M +1,881,571 +2%
State Street
3
State Street
Massachusetts
$4.1B +$135M +2,166,180 +3%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$3.77B +$45.2M +724,589 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.96B +$60.4M +968,059 +3%
Bank of America
6
Bank of America
North Carolina
$1.18B +$111M +1,785,859 +10%
Morgan Stanley
7
Morgan Stanley
New York
$895M -$50M -802,275 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$835M +$28.8M +461,447 +4%
Charles Schwab
9
Charles Schwab
California
$810M +$54.9M +880,584 +7%
Norges Bank
10
Norges Bank
Norway
$804M +$809M +12,978,009 New
Raymond James Financial
11
Raymond James Financial
Florida
$747M -$1.66M -26,655 -0.2%
Goldman Sachs
12
Goldman Sachs
New York
$743M +$479M +7,687,975 +179%
Parnassus Investments
13
Parnassus Investments
California
$721M -$156M -2,502,033 -18%
Northern Trust
14
Northern Trust
Illinois
$686M -$26M -416,356 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$643M -$9.64M -154,678 -1%
UBS AM
16
UBS AM
Illinois
$642M +$643M +10,307,948 +22,051%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$596M +$44.5M +713,086 +8%
AAMU
18
APG Asset Management US
New York
$552M -$1M -16,111 -0.2%
Invesco
19
Invesco
Georgia
$515M +$7.99M +128,081 +2%
Cohen & Steers
20
Cohen & Steers
New York
$416M +$3.08M +49,391 +0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$392M -$475M -7,611,952 -55%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$340M +$2.43M +39,048 +0.7%
UBS Group
23
UBS Group
Switzerland
$332M +$87.6M +1,405,620 +36%
Vanguard Fiduciary Trust
24
Vanguard Fiduciary Trust
Pennsylvania
$324M +$2.97M +47,717 +0.9%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$319M +$62.5M +1,002,371 +24%

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.