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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
QCG
476
Quadrant Capital Group
Ohio
$1.78M
FIA
477
Foundations Investment Advisors
Arizona
$1.78M
BCP
478
Blackhawk Capital Partners
Wisconsin
$1.78M
VU
479
Vanderbilt University
Tennessee
$1.77M
EOJOAM
480
E. Ohman J:or Asset Management
Sweden
$1.77M
PS
481
Principal Securities
Iowa
$1.77M
EFS
482
Essex Financial Services
Connecticut
$1.76M
S
483
SignatureFD
Georgia
$1.75M
NDSIB
484
North Dakota State Investment Board
North Dakota
$1.75M
SCM
485
Schnieders Capital Management
California
$1.74M
WAOTB
486
Wealth Advisors of Tampa Bay
Florida
$1.74M
KNW
487
Kesler Norman & Wride
Utah
$1.74M
PCG
488
Prosperity Consulting Group
Maryland
$1.74M
NWMG
489
Nicholson Wealth Management Group
South Carolina
$1.73M
GVAG
490
Great Valley Advisor Group
Delaware
$1.73M
GIA
491
Gladstone Institutional Advisory
Florida
$1.72M
JPWM
492
Jamison Private Wealth Management
Georgia
$1.72M
CIA
493
Concurrent Investment Advisors
Florida
$1.71M
CRWM
494
Castle Rock Wealth Management
California
$1.71M
PCM
495
Penserra Capital Management
California
$1.71M
BSG
496
Black Swift Group
Colorado
$1.7M
HPG
497
Harvest Portfolios Group
Ontario, Canada
$1.69M
TMAM
498
Tokio Marine Asset Management
Japan
$1.69M
BC
499
Bowman & Company
Wisconsin
$1.67M
CT
500
Colonial Trust
South Carolina
$1.67M