Form 10-Q · Quarterly report
Realty Income 10-Q, filed Aug 6, 2026
- Filed
- CIK
- 0000726728
- Accession no.
- 0000726728-26-000048
Summary
Realty Income held interests in 15,588 properties as of June 30, 2026, with total portfolio annualized base rent of $5.28 billion and 98.8% occupancy, and disclosed a joint venture with Cloud Capital to invest up to $1.4 billion for a 45% stake in a Northern Virginia hyperscale data center portfolio valued at more than $6.0 billion. It also closed a $1.0 billion strategic investment from Apollo in exchange for a 49% interest in a joint venture owning 492 retail properties.
Key points
- Realty Income held interests in 15,588 properties with approximately 353.2 million square feet of leasable space leased to 1,798 clients across 92 industries as of June 30, 2026.
- Realty Income invested $2.6 billion in Q2 2026 and $5.3 billion in the first half of 2026; pro-rata shares were $2.1 billion and $4.7 billion at initial weighted average cash yields of 7.3% and 7.2%, respectively.
- In June 2026, Realty Income announced a joint venture with Cloud Capital to invest up to $1.4 billion for a 45% stake in a three-asset Northern Virginia hyperscale data center portfolio valued at more than $6.0 billion, with leases running 15 to 20 years.
- In March 2026, Realty Income closed a $1.0 billion strategic investment from Apollo for a 49% interest in a joint venture owning 492 retail properties contributed by Realty Income.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2: Management’s Discussion OVERVIEW Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies®. Founded in 1969, we serve our clients as a full-service real estate capital provider. As of June 30, 2026, we have a portfolio of over 15,500 properties in all 50 states of the United States ("U.S."), the United Kingdom ("U.K."), and eight other countries in Europe. We are known as “The Monthly Dividend Company®” and have a mission to invest in people and places to deliver dependable monthly dividends that increase over time. …
An excerpt of the text as filed with the SEC, cut for length.
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