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Realty Income

1,435 hedge funds and large institutions have $43.5B invested in Realty Income in 2026 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 612 increasing their positions, 450 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 89

59% more call options, than puts

Call options by funds: $405M | Put options by funds: $256M

36% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 450

6% more capital invested

Capital invested by funds: $41.1B → $43.5B (+$2.38B)

5% more funds holding

Funds holding: 1,3641,435 (+71)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2.99% less ownership

Funds ownership: 79.12%76.13% (-3%)

Holders
1,435
Holders Change
+71
Holders Change %
+5.21%
% of All Funds
17.67%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
185
Increased
612
Reduced
450
Closed
89
Calls
$405M
Puts
$256M
Net Calls
+$150M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.6B +$133M +2,130,385 +2%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$4.97B +$5.09B +81,234,234 New
State Street
3
State Street
Massachusetts
$3.92B +$12.7M +203,258 +0.3%
VCM
4
Vanguard Capital Management
Pennsylvania
$3.68B +$3.76B +60,123,420 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.87B +$68.3M +1,090,897 +4%
Bank of America
6
Bank of America
North Carolina
$1.06B -$19.3M -308,647 -2%
Morgan Stanley
7
Morgan Stanley
New York
$933M -$191M -3,048,508 -17%
Parnassus Investments
8
Parnassus Investments
California
$865M -$60.3M -963,959 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$846M -$111M -1,778,020 -11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$796M +$9.68M +154,581 +1%
Charles Schwab
11
Charles Schwab
California
$746M +$24.6M +392,726 +3%
Raymond James Financial
12
Raymond James Financial
Florida
$740M +$7.19M +114,832 +1%
Northern Trust
13
Northern Trust
Illinois
$703M -$2.14M -34,118 -0.3%
Legal & General Group
14
Legal & General Group
United Kingdom
$645M -$10.1M -161,778 -2%
AAMU
15
APG Asset Management US
New York
$553M +$5.53M +88,412 +1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$545M +$11.2M +178,416 +2%
Invesco
17
Invesco
Georgia
$501M +$5.76M +92,021 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$422M +$119M +1,900,651 +38%
Cohen & Steers
19
Cohen & Steers
New York
$408M -$212M -3,386,944 -34%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$334M -$6.75M -107,769 -2%
VFT
21
Vanguard Fiduciary Trust
Pennsylvania
$317M +$325M +5,187,776 New
Wells Fargo
22
Wells Fargo
California
$313M -$26.1M -417,296 -8%
Goldman Sachs
23
Goldman Sachs
New York
$263M -$115M -1,830,288 -30%
Amundi
24
Amundi
France
$256M +$94.8M +1,514,119 +57%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$254M +$10.6M +169,489 +4%