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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
VCP
701
Verus Capital Partners
Arizona
$664K
MIM
702
Moseley Investment Management
Florida
$662K
MYIA
703
Mount Yale Investment Advisors
Colorado
$662K
CCA
704
Checchi Capital Advisers
California
$661K
GT
705
Greenleaf Trust
Michigan
$658K
VAS
706
Vestmark Advisory Solutions
Massachusetts
$657K
BAM
707
Beaumont Asset Management
Texas
$656K
ANBT
708
American National Bank & Trust
Texas
$652K
GXJ
709
Global X Japan
Japan
$651K
MWM
710
Manske Wealth Management
Texas
$642K
Vontobel Holding
711
Vontobel Holding
Switzerland
$640K
SI
712
Saxon Interests
Texas
$638K
PAG
713
Powers Advisory Group
Illinois
$635K
RBC
714
Romano Brothers & Co
Illinois
$630K
CIC
715
Cornercap Investment Counsel
Georgia
$629K
VCM
716
Virtue Capital Management
Tennessee
$625K
SCA
717
Scott Capital Advisors
Oregon
$623K
SW
718
SlateStone Wealth
Florida
$619K
MFWP
719
Mosaic Family Wealth Partners
Missouri
$618K
SW
720
SVB Wealth
Massachusetts
$616K
VF
721
Vawter Financial
Ohio
$613K
CT
722
Chicago Trust
Illinois
$611K
EIP
723
Ellis Investment Partners
Pennsylvania
$609K
KF
724
Krilogy Financial
Missouri
$608K
ECM
725
Everence Capital Management
Indiana
$604K