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
↑ +74
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — O

Based on 1434 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
1,434 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
+182 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 — 58% buying

814 buying580 selling
Last quarter: 814 funds bought or added vs 580 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 (+20 vs last Q)

new funds entering per quarter
Funds opening a new O position: 130 → 162 → 173 → 193. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
916 out of 1,434 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

149 → 130 → 162 → 173 → 193 new funds/Q
New funds entering each quarter: 130 → 162 → 173 → 193. A growing number of institutions are discovering O each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 20% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Entry-cohort mix of 1,477 holders: 994 (67%) are 2+ year veterans, 190 entered 1–2 years ago, and 293 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
61 of 1423 holders are among the 100 largest funds by AUM, controlling 41% 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 Q1, 814 hedge funds were net buyers of O (193 opened a new position, 621 added to an existing one), while 580 reduced or exited (461 trimmed, 119 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in O is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +74 funds (more new holders than closures). Total institutional holders: 1434.

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

-- --

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

Is It Too Late to Buy Realty Income Corp (O) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much O has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
O
+1.6%
XLRE
+10.2%

O outperformed XLRE by -8.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
O
+2.1%
XLRE
+4.1%

Since the filing became public, O outperformed XLRE by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

69 top-rated funds 6 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1417 1360 4.19%
13F Shares 702M 738M -4.93%
Total Value $41.87B $41.32B 1.34%
New Positions 187 173 +14
Increased Positions 612 577 +35
Closed Positions 130 127 +3
Reduced Positions 441 452 -11
Total Calls 27 26 3.85%
Total Puts 25 21 19.05%
PUT/CALL Ratio 0.93 0.81 Neutral

Statistics: O

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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.

QUARTER:
Top 25 O holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Community Bank of Raymore 5.71% 139,452 $8.5M
2 Heitman Real Estate Securities LLC 5.24% 1,191,070 $72.9M
3 Adelante Capital Management LLC 4.99% 1,193,546 $73.0M
4 Aew Capital Management L P 4.53% 1,020,314 $62.4M
5 APG Asset Management US Inc. 4.26% 8,937,472 $553.1M
6 Windle Wealth, LLC 3.38% 130,917 $8.0M
7 GSI Capital Advisors LLC 3.03% 91,148 $5.6M
8 Wealth Analytics Partners, LLC 2.83% 113,687 $7.0M
9 Loudon Investment Management, LLC 2.76% 83,850 $5.1M
10 Measured Risk Portfolios, Inc. 2.59% 38,768 $2.4M
11 Parnassus Investments, LLC 2.53% 14,142,311 $865.2M
12 Centersquare Investment Management LLC 2.51% 3,961,881 $242.4M
13 LDR Capital Management LLC 2.41% 29,285 $1.8M
14 Callodine Capital Management, LP 2.37% 554,923 $34.0M
15 Uniplan Investment Counsel, Inc. 2.12% 337,052 $20.6M
16 Dupree Financial Group, LLC 2.12% 85,945 $5.3M
17 Edmp, INC. 2.10% 42,522 $2.6M
18 Prairiewood Capital, LLC 2.04% 115,161 $7.0M
19 M3 Wealth Management, LLC 2.01% 42,744 $2.6M
20 Asset Planning,Inc 1.99% 45,718 $2.8M
21 Presima Securities ULC 1.96% 57,161 $3.5M
22 Signature Wealth Management Group 1.87% 80,328 $4.9M
23 Baugh & Associates, LLC 1.85% 69,931 $4.3M
24 Virginia Wealth Management Group, INC. 1.83% 55,996 $3.4M
25 Kinloch Capital, LLC 1.82% 73,025 $4.5M
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 — 10 quarters in a row: For 10 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 — 58% buying: Last quarter: 814 funds bought or added vs 580 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 — 41% AUM from top-100 funds: 61 of 1423 holders are among the 100 largest funds by AUM, controlling 41% 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: 916 out of 1,434 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.

Is it too late to buy Realty Income Corp (O) following the 2026 Q1 hedge fund 13F filings?

As of today, O has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.1% for the XLRE sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), O has gained +1.6% vs +10.2% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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