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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
NGA
576
Naples Global Advisors
Florida
$1.15M
FBT
577
First Bankers Trust
Kentucky
$1.15M
IRC
578
Investors Research Corp
Georgia
$1.15M
CFP
579
Cascade Financial Partners
California
$1.14M
AWM
580
Avior Wealth Management
Nebraska
$1.13M
NEWAS
581
N.E.W. Advisory Services
Wisconsin
$1.13M
CF
582
Centaurus Financial
California
$1.12M
ACG
583
Allen Capital Group
Nebraska
$1.12M
MWM
584
Modern Wealth Management
Kansas
$1.12M
PWM
585
Perigon Wealth Management
California
$1.11M
FFS
586
Founders Financial Securities
Maryland
$1.1M
CB
587
Commerce Bank
Missouri
$1.1M
GFG
588
Goldstone Financial Group
Illinois
$1.1M
JRPIM
589
Journey Retirement Planning & Investment Management
Idaho
$1.09M
DWP
590
Daymark Wealth Partners
Ohio
$1.09M
TPBG
591
Turning Point Benefit Group
Maryland
$1.08M
FA
592
Fiduciary Alliance
South Carolina
$1.07M
IAA
593
Independent Advisor Alliance
North Carolina
$1.07M
NL
594
NWAM LLC
Washington
$1.06M
BP
595
Ballentine Partners
Massachusetts
$1.06M
VHAM
596
Van Hulzen Asset Management
California
$1.06M
FAM
597
Fairtree Asset Management
South Africa
$1.05M
CCC
598
Chesapeake Capital Corp
Florida
$1.04M
KMWM
599
Keudell/Morrison Wealth Management
Oregon
$1.04M
OAM
600
Oppenheimer Asset Management
New York
$1.02M