🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Realty Income Corporation

O Real Estate
$56.64 $-0.43 (-0.74%)
Market Cap: $53.57 B
Gurus Holding
6
Popularity Rank
#1640
% of Shares Held
0.11%
Net Activity (Q2 2026)
-$10.86 M

Guru Ownership Trend

Guru Analysis for Realty Income Corporation (O)

Realty Income Corporation (O), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $59.05 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $10.86 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 5.9%. Conversely, Ken Fisher reduced exposure by 49.8%.

Key Holders

Top 5 by Value

$34.68 M
$11.71 M
$5.74 M
$1.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.92 M
Total Buy Value
New Buys 0
Additions 1
-$12.78 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
1

FAQs for Realty Income Corporation (O)

Major holders include Cliff Asness ($34.68 M), Joel Greenblatt ($11.71 M), Manning & Napier Group ($10.81 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.04 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $10.86 M, with 1 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited O. The total reported sell value was $12.78 M.

Yes, 0 managers opened new positions in O, and 1 increased their existing holdings. The total reported buy value was $1.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 5.9% 559,722 $34.68 M Q2 2026
0.03% Reduce -42.0% 188,963 $11.71 M Q2 2026
0.14% 171,540 $10.81 M Q2 2026
0.02% Reduce -2.3% 92,720 $5.74 M Q2 2026
0.01% Reduce 0.0% 26,165 $1.62 M Q2 2026
0.00% Reduce -49.8% 3,594 $222,722 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form