Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

REALTY INCOME CORP (O)

1K + Investors. Track Smart Money conviction in O. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — O

Based on 1269 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added O than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,269 hedge funds hold O right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+117 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

717 buying553 selling
Last quarter: 717 funds bought or added vs 553 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new O position: 139 → 119 → 148 → 159. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
834 out of 1,269 hedge funds have held O for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

140 → 139 → 119 → 148 → 159 new funds/Q
New funds entering each quarter: 139 → 119 → 148 → 159. A growing number of institutions are discovering O each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 1,307 current holders: 885 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
42 of 1269 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in O. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: O

How many hedge funds hold O — quarterly history vs. share price
Quarterly hedge fund ownership of O vs. share price

Market Analysis: O

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: O

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

120 top-rated funds 5 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: O
2026 Q1 Stats Unlock in 19 days 1K + Investors

Track Smart Money conviction in O. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1307 1271 2.83%
13F Shares 728M 705M 3.2%
Total Value $40.78B $42.65B -4.39%
New Positions 159 150 +9
Increased Positions 615 662 -47
Closed Positions 121 107 +14
Reduced Positions 486 404 +82
Total Calls 26 29 -10.34%
Total Puts 21 26 -19.23%
PUT/CALL Ratio 0.81 0.9 Neutral

Statistics: O

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in O. Verified SEC 13F-HR filings.

Top 25 institutional holders of O — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Community Bank of Raymore 5.71% 139,452 $8.5M
2 Pensionfund Sabic 5.06% 68,738 $4K
3 Pensionfund PDN 5.02% 141,870 $9K
4 AEW CAPITAL MANAGEMENT L P 4.53% 1,020,314 $62.4M
5 Martin Capital Partners, LLC 2.45% 107,739 $7K
6 Merrithew & Thorsten Inc 2.25% 38,992 $2K
7 Dupree Financial Group, LLC 2.12% 85,945 $5.3M
8 EDMP, INC. 2.10% 42,522 $2.6M
9 Prairiewood Capital, LLC 2.04% 115,161 $7.0M
10 Asset Planning,Inc 1.99% 45,718 $2.8M
11 Signature Wealth Management Group 1.87% 80,328 $4.9M
12 Baugh & Associates, LLC 1.85% 69,931 $4.3M
13 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1.83% 55,996 $3.4M
14 Gilman Hill Asset Management, LLC 1.77% 191,179 $11.7M
15 Pathway Financial Advisers, LLC 1.76% 101,580 $6.2M
16 Allied Investment Advisors, LLC 1.73% 197,732 $12.1M
17 Cohen Investment Advisors LLC 1.58% 54,427 $3.3M
18 WATERS PARKERSON & CO., LLC 1.33% 421,610 $25.8M
19 Core Alternative Capital 1.32% 72,824 $4.5M
20 BUTENSKY & COHEN FINANCIAL SECURITY, INC 1.31% 81,251 $5.0M
21 ADVISORS MANAGEMENT GROUP INC /ADV 1.29% 115,876 $7K
22 Silver Lake Advisory, LLC 1.28% 52,879 $3.2M
23 Element Squared LLC 1.23% 35,763 $2.2M
24 Slagle Financial, LLC 1.17% 57,983 $3.5M
25 Sage Investment Counsel LLC 1.13% 16,612 $1.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — REALTY INCOME CORP (O)

What does the Smart Money Trend signal show for O?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added O than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for O?

Slight buying edge — 56% buying: Last quarter: 717 funds bought or added vs 553 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for O holders?

Elite ownership — 60% AUM from top-100 funds: 42 of 1269 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in O. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held O?

66% of holders stayed for 2+ years: 834 out of 1,269 hedge funds have held O for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.