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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
SIA
351
Sit Investment Associates
Minnesota
$3.34M
DEA
352
DoubleLine ETF Adviser
Florida
$3.33M
BL
353
BFSG LLC
California
$3.32M
MCA
354
MSH Capital Advisors
Arizona
$3.27M
ACIM
355
Azimuth Capital Investment Management
Michigan
$3.26M
BFG
356
Beacon Financial Group
Texas
$3.26M
NW
357
Naviter Wealth
Arkansas
$3.22M
PS
358
Presima Securities
Quebec, Canada
$3.22M
SBH
359
Segall Bryant & Hamill
Illinois
$3.22M
GRP
360
Global Retirement Partners
California
$3.21M
Envestnet Portfolio Solutions
361
Envestnet Portfolio Solutions
Illinois
$3.2M
KRS
362
Kentucky Retirement Systems
Kentucky
$3.2M
EP
363
Edgestream Partners
New Jersey
$3.19M
IA
364
IFP Advisors
Florida
$3.19M
TPCW
365
TD Private Client Wealth
New York
$3.14M
Credit Agricole
366
Credit Agricole
France
$3.14M
SF
367
Slagle Financial
Illinois
$3.14M
RA
368
RFG Advisory
Alabama
$3.12M
GIM
369
Gold Investment Management
Alberta, Canada
$3.12M
DWM
370
Diversify Wealth Management
Utah
$3.1M
VWMG
371
Virginia Wealth Management Group
Virginia
$3.09M
WP
372
WealthPLAN Partners
Nebraska
$3.07M
IIM
373
Intact Investment Management
Quebec, Canada
$3.06M
SLA
374
Silver Lake Advisory
Utah
$3.05M
IMPI
375
Ilmarinen Mutual Pension Insurance
Finland
$3.04M