**********Improving institutional flows with Q1 ETF -21% vs Aprio/MBA/Stonebridge hikes, Aberdeen/Vanguard/UBS/J. Safra Sarasin/NM PERA etc. buys, Mitsubishi UFJ add/M&T Bank +91k slam, Sound Income Strategies +26.9k, Strategic Blueprint -7k slash, Bushore departure angle/insider tax-sales and short interest drop** [developing] [developing] [developing] [developing]
Key Questions
What is the current institutional ownership percentage for Realty Income?
Institutional ownership stands at 70.81%. This reflects a mix of buying and selling activities among various institutions.
How did ETFs perform in terms of Realty Income holdings in Q1?
ETFs reduced their holdings by 21% in Q1. Examples include sales by S&P 500 Index Fund and others, contrasting with some institutional buys.
Which institutions recently increased their stakes in Realty Income?
Recent buyers include Sound Income Strategies (+26,890 shares to 353k shares worth $21.7M), M&T Bank (+91,485 shares, +232%), Mitsubishi UFJ (+30,310 shares), Wealthfront (+25,179 shares), and Samalin (+218 shares). Earlier buys came from Aprio (+28%), MBA (+15%), Aberdeen (+2.9%), Vanguard, UBS, and others like New Mexico PERA.
Which institutions recently sold shares of Realty Income?
Strategic Blueprint sold 7,026 shares (66% reduction to 3.6k shares worth $204k). Q1 also saw ETF reductions and hikes by some like Stonebridge (+4%).
What insider transactions have occurred at Realty Income?
Insiders conducted tax-related sales exceeding $1.9M with no buys reported. EVP Michelle Bushore sold 7,400 shares, potentially linked to a September 2026 departure amid leadership refresh with new Director McLaughlin.
What is the current short interest in Realty Income?
Short interest is 2.6% of the float, down 16.8%. This decline suggests reduced bearish sentiment.
What leadership changes are happening at Realty Income?
There is a possible departure of EVP Bushore confirmed via her 7.4k share sale, with a new Director McLaughlin appointed amid a leadership refresh. Simply Wall St flags testing of dividend and funding confidence.
What should investors monitor regarding Realty Income?
Monitor upcoming 13F filings for further institutional moves. The story is developing with mixed flows but overall high institutional ownership.
Inst ownership 70.81%; Q1 mixed: ETFs -21% but Aprio +28%/MBA +15%/Stonebridge +4%; latest Strategic Blueprint -7,026 sh (66% to 3.6k $204k)/Sound Income Strategies +26.9k (+8.2% to 353k $21.7M)/Samalin +218/Wealthfront +25k/M&T +91k (+232%)/Mitsubishi UFJ +30k/Aberdeen +2.9%; prior Vanguard/UBS accel. EVP Bushore sale 7.4k confirmed poss. Sept '26 dep, new Director McLaughlin amid leadership refresh—Simply Wall St flags testing div/funding confidence; insiders >$1.9M tax-sales no buys. Shorts 2.6% float -16.8%. Monitor 13Fs.