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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
GAM
451
Generali Asset Management
Italy
$2.15M
MSE
452
MUFG Securities EMEA
United Kingdom
$2.13M
BMCM
453
Burns Matteson Capital Management
New York
$2.1M
EMPI
454
Elo Mutual Pension Insurance
Finland
$2.1M
GB
455
Goepper Burkhardt
South Carolina
$2.07M
OTPPB
456
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.05M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
457
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.05M
IIA
458
ICW Investment Advisors
Arizona
$2.03M
SNBOSCI
459
Security National Bank of Sioux City Iowa
Iowa
$2.02M
JCFM
460
JBR Co Financial Management
Oklahoma
$2M
PI
461
PFG Investments
New York
$1.97M
MAM
462
Mystic Asset Management
Rhode Island
$1.96M
CAS
463
Coppell Advisory Solutions
Texas
$1.95M
FB
464
Fulton Bank
Pennsylvania
$1.92M
PP
465
Prudential plc
United Kingdom
$1.88M
PWS
466
Peterson Wealth Services
Utah
$1.88M
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$1.87M
GM
468
GeoWealth Management
Illinois
$1.87M
ZIC
469
ZWJ Investment Counsel
Georgia
$1.86M
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$1.82M
SF
471
Summit Financial
New Jersey
$1.81M
UB
472
UMB Bank
Missouri
$1.81M
NIWA
473
New Insight Wealth Advisors
California
$1.79M
AA
474
Altman Advisors
Illinois
$1.78M
SOAMC
475
Spirit of America Management Corp
New York
$1.78M