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

Realty Income Corporation

O Real Estate
$62.02 $-0.21 (-0.34%)
Market Cap: $58 B
Gurus Holding
8
Popularity Rank
#813
% of Shares Held
0.13%
Net Activity (Q1 2026)
+$15.45 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $75.59 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $15.45 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 127.4%. Conversely, Manning & Napier Group reduced exposure by 5.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$18.66 M
Total Buy Value
New Buys 1
Additions 6
-$3.21 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
7

FAQs for Realty Income Corporation (O)

Major holders include Cliff Asness ($32.17 M), Joel Greenblatt ($19.95 M), Manning & Napier Group ($10.49 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.22 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.45 M, with 7 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited O. The total reported sell value was $3.21 M.

Yes, 1 managers opened new positions in O, and 6 increased their existing holdings. The total reported buy value was $18.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 34.4% 528,746 $32.17 M Q1 2026
0.06% Add 48.2% 326,015 $19.95 M Q1 2026
0.15% Reduce -5.5% 171,540 $10.49 M Q1 2026
0.03% Add 3.9% 94,910 $5.81 M Q1 2026
0.00% New Buy 51,444 $3.15 M Q1 2026
0.02% Add 0.0% 26,173 $1.6 M Q1 2026
0.00% Add 127.4% 12,739 $779,372 Q1 2026
0.00% Add 41.8% 7,165 $438,417 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form