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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
Baird Financial Group
326
Baird Financial Group
Wisconsin
$4.09M
CAC
327
Core Alternative Capital
Georgia
$4.09M
QCM
328
QRG Capital Management
Illinois
$4.05M
LCM
329
LVM Capital Management
Michigan
$3.95M
LOIM
330
Liberty One Investment Management
Illinois
$3.9M
SAM
331
Synergy Asset Management
Washington
$3.87M
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$3.86M
MSU
333
Mizuho Securities USA
New York
$3.86M
CS
334
Candriam SCA
Luxembourg
$3.85M
CW
335
CreativeOne Wealth
Kansas
$3.83M
HI
336
Harbour Investments
Wisconsin
$3.82M
MIM
337
Morningstar Investment Management
Illinois
$3.72M
BA
338
Baugh & Associates
Georgia
$3.67M
LW
339
Linscomb Wealth
Texas
$3.65M
DWM
340
Dakota Wealth Management
Florida
$3.65M
SPC
341
Sigma Planning Corp
Michigan
$3.61M
William Blair & Company
342
William Blair & Company
Illinois
$3.57M
CTA
343
Clear Trail Advisors
Texas
$3.52M
IMCOOI
344
Investment Management Corp of Ontario (IMCO)
Canada
$3.49M
ETC
345
Exchange Traded Concepts
Oklahoma
$3.47M
MIM
346
Marco Investment Management
Georgia
$3.46M
TC
347
Truvestments Capital
Florida
$3.46M
Lido Advisors
348
Lido Advisors
California
$3.44M
KC
349
Kinloch Capital
Virginia
$3.42M
AM
350
AGF Management
Ontario, Canada
$3.36M