O Ticker Curator

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Realty Income's 15,571 properties leased to 1,786 clients across 92 industries delivered 98.9% occupancy and 8.7-year average lease terms.
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Freedom Broker upgraded Realty Income (O) to Buy from Hold with a $69 price target after Q1 AFFO of $1.13 beat estimates and rose 6.6% YoY. The...

Realty Income's 31 consecutive years of dividend increases position it as a resilient pick for any market, backed by stable supermarket and convenience store tenants plus a 5.2% yield.

Institutional 13F Filings

• 🔥 Legal & General Group Plc: Purchased 823,489 shares, increasing its stake by 8.3% to 10.7 million shares valued at...

Legal & General Group Plc lifted its Realty Income holding by 8.3% in Q4, acquiring 823,489 shares to reach 10.7 million shares worth $603.1 million. The purchase signals sustained institutional confidence in the REIT.

Realty Income acquires single-tenant retail, service, and industrial properties for long-term leasing to large tenants.

• Triple-net leases shift...

Burkehill Global Management added 600,000 shares of Realty Income, lifting its position to $33.24 million and 2.33% of the fund's portfolio. This sizable purchase underscores the hedge fund's confidence in O's long-term value and income strategy.

• AFFO rose 6.6% to $1.13/share in Q1 with revenue at $1.55B, beating estimates.
• Management lifted 2026 investment target to $9.5B and AFFO guidance...

Realty Income is executing a billion-dollar private capital pivot as a key strategic move.

New Age Alpha Advisors LLC cut its Realty Income stake by 10.5% in Q4, selling 20,945 shares and retaining 179,373 shares valued at $10.1 million.

Realty Income's May 21 meeting delivered smooth approvals across the board.

• Eleven directors elected to serve through 2027
• KPMG ratified as...

Morningstar Investment Management LLC grew its Realty Income position by 86.3% in Q4, adding 30,601 shares to reach 66,060 shares worth $3.7 million. The purchase aligns with O's earnings beat, raised 2026 guidance, and steady 5.2% dividend yield.

Dividend Track Record

• 🔥 113 Consecutive Raises: Realty Income has raised its dividend 113 consecutive times and declared its 667th consecutive...

Realty Income may not need aggressive rate cuts for its monthly dividend and growth strategy to improve - it could simply need rates to stop...

REITs are outperforming in 2026 as the Select Real Estate SPDR ETF gains 11.18% versus 9.64% for the S&P 500, with top names beating low expectations...

• Realty Income delivers a 5.2% yield with monthly payouts and decades of dividend growth.
• PepsiCo and McDonald's offer lower yields at 3.8% and 2.6%.
• All three stocks are buyable under $500, but O's valuation stands out at 14x 2026 FFO.

Retail investors show strong enthusiasm for Realty Income with a 65.2 bullish sentiment score on Reddit. Meanwhile, 67% of analysts rate it Hold and...

Realty Income's 114 consecutive quarterly increases provide a reliable base for income sleeves in retirement portfolios.

• A $450,000 allocation...