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Realty Income

1,363 hedge funds and large institutions have $41.1B invested in Realty Income in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 589 increasing their positions, 452 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.61% more ownership

Funds ownership: 77.51%79.12% (+1.6%)

5% less capital invested

Capital invested by funds: $43.1B → $41.1B (-$2.01B)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
1,363
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$412M
Puts
$252M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
251
New York Life Investment Management
New York
$7.11M
DFG
252
Dupree Financial Group
Kentucky
$7.06M
CCM
253
Canal Capital Management
Virginia
$6.9M
JG
254
Jain Global
New York
$6.88M
RIM
255
Rakuten Investment Management
Japan
$6.86M
ONB
256
Old National Bancorp
Indiana
$6.82M
VPIM
257
Vanguard Personalized Indexing Management
California
$6.8M
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$6.75M
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$6.72M
OC
260
Oppenheimer & Co
New York
$6.68M
US Bancorp
261
US Bancorp
Minnesota
$6.6M
KOCAA
262
Knights of Columbus Asset Advisors
Connecticut
$6.54M
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$6.51M
USCWA
264
U.S. Capital Wealth Advisors
Texas
$6.5M
MCM
265
Marathon Capital Management
Maryland
$6.38M
SCM
266
SKBA Capital Management
California
$6.36M
JWCA
267
J.W. Cole Advisors
Florida
$6.35M
WAP
268
Wealth Analytics Partners
California
$6.34M
TI
269
Tidal Investments
Wisconsin
$6.31M
SWP
270
Stratos Wealth Partners
Ohio
$6.28M
AF
271
Align Financial
Minnesota
$6.22M
PC
272
Prairiewood Capital
North Dakota
$6.2M
Rafferty Asset Management
273
Rafferty Asset Management
New York
$6.2M
ZBNA
274
Zions Bancorporation, National Association
Utah
$6.1M
Cerity Partners
275
Cerity Partners
New York
$6.09M