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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
HWMG
776
Harbour Wealth Management Group
South Carolina
$459K
ACM
777
Arcataur Capital Management
Wisconsin
$458K
CSP
778
Cary Street Partners
Virginia
$458K
TSMHT
779
Thurston Springer Miller Herd & Titak
Indiana
$458K
Koshinski Asset Management
780
Koshinski Asset Management
Illinois
$458K
AUB
781
Atlantic Union Bankshares
Virginia
$458K
FLPIM
782
F.L. Putnam Investment Management
Massachusetts
$458K
LP
783
LMR Partners
United Kingdom
$454K
SVWAG
784
Sound View Wealth Advisors Group
Georgia
$453K
TA
785
Tactive Advisors
Florida
$452K
Lazard Asset Management
786
Lazard Asset Management
New York
$452K
HCMG
787
Howard Capital Management Group
California
$451K
FWM
788
Focused Wealth Management
New York
$450K
WPC
789
Wedmont Private Capital
Pennsylvania
$450K
FFP
790
FourThought Financial Partners
Florida
$447K
BIA
791
Beacon Investment Advisors
Maryland
$445K
AWA
792
Arete Wealth Advisors
Illinois
$445K
MG
793
Mather Group
Illinois
$443K
SPWG
794
Sage Private Wealth Group
Illinois
$442K
MGIA
795
Moneta Group Investment Advisors
Missouri
$440K
TWM
796
Trueblood Wealth Management
Ohio
$439K
IWA
797
Invera Wealth Advisors
Oregon
$439K
EWA
798
EverSource Wealth Advisors
Alabama
$438K
HW
799
Hancock Whitney
Mississippi
$437K
SCA
800
SMH Capital Advisors
Texas
$434K