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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
WQ
751
Wealth Quarterback
New Jersey
$528K
KFGK
752
Keystone Financial Group (Kentucky)
Kentucky
$528K
MWS
753
MFA Wealth Services
California
$525K
CW
754
Code Waechter
Florida
$524K
AWM
755
Aprio Wealth Management
Georgia
$519K
FPWM
756
FSB Premier Wealth Management
Iowa
$518K
CM
757
Capula Management
Cayman Islands
$516K
JCM
758
Jacobi Capital Management
Pennsylvania
$515K
TFO
759
Tarbox Family Office
California
$512K
Bessemer Group
760
Bessemer Group
New Jersey
$512K
ACA
761
Aptus Capital Advisors
Alabama
$507K
BWM
762
Buckley Wealth Management
Nevada
$498K
WBC
763
Westpac Banking Corp
Australia
$494K
CI
764
Cigna Investments
Connecticut
$490K
AAP
765
Arax Advisory Partners
Colorado
$487K
CMMS
766
Comprehensive Money Management Services
Florida
$485K
XWL
767
XXI Wealth LLC
Illinois
$483K
VFA
768
Valeo Financial Advisors
Indiana
$483K
CPL
769
CAP Partners LLC
Tennessee
$481K
PFA
770
Pure Financial Advisors
California
$480K
XF
771
XML Financial
Maryland
$479K
FGA
772
Fortis Group Advisors
New Jersey
$475K
ABC
773
Associated Banc-Corp
Wisconsin
$468K
RIA
774
Regal Investment Advisors
Michigan
$468K
CB
775
Cadence Bank
Mississippi
$462K