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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
CIA
376
Cohen Investment Advisors
New Hampshire
$3.03M
DAS
377
DMKC Advisory Services
Iowa
$3M
HIMCH
378
Hartford Investment Management Co (HIMCO)
Connecticut
$2.99M
CAU
379
Caxton Associates (UK)
$2.98M
CT
380
Clearstead Trust
Maine
$2.98M
IF
381
Intrua Financial
Texas
$2.96M
AI
382
Atria Investments
North Carolina
$2.96M
HCMT
383
Highland Capital Management (Tennessee)
Tennessee
$2.96M
WS
384
Wedbush Securities
California
$2.92M
HCM
385
Hutner Capital Management
Vermont
$2.91M
EWA
386
EP Wealth Advisors
California
$2.9M
SRC
387
Shufro Rose & Co
New York
$2.9M
SEP
388
Southland Equity Partners
Missouri
$2.9M
OIMU
389
Osmosis Investment Management UK
United Kingdom
$2.89M
SFGP
390
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.89M
CIAS
391
Capital Investment Advisory Services
North Carolina
$2.87M
BIM
392
Brentview Investment Management
Illinois
$2.85M
NSIM
393
North Star Investment Management
Illinois
$2.85M
PL
394
Perpetual Ltd
Australia
$2.84M
Verition Fund Management
395
Verition Fund Management
Connecticut
$2.84M
CGH
396
Crossmark Global Holdings
Texas
$2.81M
CA
397
Commerzbank Aktiengesellschaft
Germany
$2.79M
AIP
398
Ameritas Investment Partners
Nebraska
$2.79M
PPW
399
Pasadena Private Wealth
California
$2.76M
SFA
400
Sequoia Financial Advisors
Ohio
$2.72M