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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
VT
526
Vise Technologies
New York
$1.49M
NW
527
NewEdge Wealth
Pennsylvania
$1.49M
GI
528
GAMCO Investors
Connecticut
$1.47M
AWAU
529
Alliance Wealth Advisors (Utah)
Utah
$1.47M
ASN
530
Advisory Services Network
Georgia
$1.47M
CFO
531
Callan Family Office
Pennsylvania
$1.46M
AFP
532
Ausdal Financial Partners
Iowa
$1.45M
MC
533
Moors & Cabot
Massachusetts
$1.45M
BAM
534
Belpointe Asset Management
Nevada
$1.44M
ACL
535
Applied Capital LLC
Florida
$1.43M
SNBOSD
536
Security National Bank of So Dak
Iowa
$1.43M
SWM
537
Shrier Wealth Management
California
$1.42M
BBHC
538
Brown Brothers Harriman & Co
New York
$1.42M
SAM
539
Securian Asset Management
Minnesota
$1.41M
CWS
540
Confluence Wealth Services
Pennsylvania
$1.41M
WCBA
541
Weaver C. Barksdale & Associates
Tennessee
$1.41M
MSA
542
MUFG Securities Americas
New York
$1.4M
HWM
543
HB Wealth Management
Georgia
$1.4M
LTAS
544
Linden Thomas Advisory Services
North Carolina
$1.39M
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$1.39M
MHS
546
M Holdings Securities
Oregon
$1.39M
GT
547
Glenmede Trust
Pennsylvania
$1.39M
MCA
548
Magnolia Capital Advisors
Mississippi
$1.39M
SIP
549
Stoneridge Investment Partners
Pennsylvania
$1.38M
BFA
550
Benedict Financial Advisors
Georgia
$1.37M