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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
HI
651
Horizon Investments
North Carolina
$824K
CFB
652
Cullen/Frost Bankers
Texas
$820K
HIA
653
Harbor Investment Advisory
Maryland
$819K
BC
654
Broadwater Capital
Massachusetts
$819K
TE
655
Tema ETFs
New York
$812K
RFA
656
Resurgent Financial Advisors
Georgia
$809K
FTWA
657
Fifth Third Wealth Advisors
Ohio
$809K
RIM
658
Redwood Investment Management
Arizona
$805K
CW
659
Channel Wealth
California
$795K
CAM
660
Cozad Asset Management
Illinois
$794K
PP
661
Patron Partners
Texas
$793K
TG
662
TCW Group
California
$790K
DILIC
663
Dai-ichi Life Insurance Company
Japan
$788K
SYBT
664
Stock Yards Bank & Trust
Kentucky
$786K
AAS
665
Ameritas Advisory Services
Nebraska
$784K
CSIC
666
Clifford Swan Investment Counsel
California
$783K
SP
667
Stonebrook Private
Michigan
$782K
PP
668
Pacifica Partners
Canada
$779K
DSC
669
Duncker Streett & Co
Missouri
$779K
Balyasny Asset Management
670
Balyasny Asset Management
Illinois
$776K
NP
671
NorthRock Partners
Minnesota
$775K
AC
672
AlphaCore Capital
California
$775K
PIA
673
Perennial Investment Advisors
California
$773K
TFA
674
Teamwork Financial Advisors
Texas
$773K
PA
675
PFW Advisors
Georgia
$754K