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
↑ +28
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — O

Based on 1466 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
1,466 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 — +15% more funds vs a year ago

fund count last 6Q
+196 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

811 buying609 selling
Last quarter: 811 funds bought or added vs 609 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.
⚠️

Fewer new buyers each quarter (-43 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 163 → 174 → 195 → 152. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
944 out of 1,466 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.
➡️

Steady discovery — ~152 new funds/quarter

132 → 163 → 174 → 195 → 152 new funds/Q
New funds entering each quarter: 163 → 174 → 195 → 152. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 1,505 holders: 1,024 (68%) are 2+ year veterans, 180 entered 1–2 years ago, and 301 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
64 of 1453 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — O

In 2026 Q2, 811 hedge funds were net buyers of O (152 opened a new position, 659 added to an existing one), while 609 reduced or exited (485 trimmed, 124 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in O is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 1466.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 3 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: O
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1440 1438 0.14%
13F Shares 749M 713M 5.1%
Total Value $45.27B $42.52B 6.46%
New Positions 149 195 -46
Increased Positions 639 618 +21
Closed Positions 134 119 +15
Reduced Positions 473 443 +30
Total Calls 25 27 -7.41%
Total Puts 25 25 -
PUT/CALL Ratio 1.0 0.93 Neutral

Statistics: O

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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 O holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Community Bank of Raymore 5.07% 138,772 $8.6M
2 Adelante Capital Management LLC 4.74% 1,163,890 $72.1M
3 APG Asset Management US Inc. 3.86% 8,921,361 $551.5M
4 Windle Wealth, LLC 3.50% 140,722 $8.7M
5 Aew Capital Management L P 3.13% 844,785 $52.3M
6 Burkehill Global Management, LP 2.80% 1,250,000 $77.5M
7 Loudon Investment Management, LLC 2.67% 87,655 $5.4M
8 Wealth Analytics Partners, LLC 2.64% 114,078 $7.3M
9 Martin Capital Partners, LLC 2.45% 107,456 $6.7M
10 Callodine Capital Management, LP 2.24% 553,473 $34.3M
11 Edmp, INC. 2.14% 42,855 $2.7M
12 Centersquare Investment Management LLC 2.08% 3,924,386 $243.2M
13 Dupree Financial Group, LLC 2.04% 87,998 $5.5M
14 Measured Risk Portfolios, Inc. 2.04% 37,008 $2.3M
15 Asset Planning,Inc 1.99% 49,693 $3.1M
16 Prairiewood Capital, LLC 1.95% 121,322 $7.5M
17 Parnassus Investments, LLC 1.93% 11,640,278 $721.2M
18 Kinloch Capital, LLC 1.79% 78,879 $4.9M
19 Baugh & Associates, LLC 1.77% 64,513 $4.0M
20 Virginia Wealth Management Group, INC. 1.75% 56,820 $3.5M
21 M3 Wealth Management, LLC 1.73% 43,009 $2.7M
22 Heitman Real Estate Securities LLC 1.72% 433,347 $26.9M
23 Allied Investment Advisors, LLC 1.68% 215,880 $13.4M
24 Gilman Hill Asset Management, LLC 1.68% 198,029 $12.3M
25 Pathway Financial Advisers, LLC 1.61% 103,196 $6.4M
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 — 11 quarters in a row: For 11 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 — 57% buying: Last quarter: 811 funds bought or added vs 609 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 — 61% AUM from top-100 funds: 64 of 1453 holders are among the 100 largest funds by AUM, controlling 61% 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?

64% of holders stayed for 2+ years: 944 out of 1,466 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.

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