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Realty Income

1,435 hedge funds and large institutions have $43.5B invested in Realty Income in 2026 Q1 according to their latest regulatory filings, with 186 funds opening new positions, 611 increasing their positions, 450 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 89

59% more call options, than puts

Call options by funds: $405M | Put options by funds: $256M

36% more repeat investments, than reductions

Existing positions increased: 611 | Existing positions reduced: 450

6% more capital invested

Capital invested by funds: $41.1B → $43.5B (+$2.38B)

5% more funds holding

Funds holding: 1,3631,435 (+72)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2.99% less ownership

Funds ownership: 79.12%76.13% (-3%)

Holders
1,435
Holders Change
+72
Holders Change %
+5.28%
% of All Funds
17.68%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
186
Increased
611
Reduced
450
Closed
89
Calls
$405M
Puts
$256M
Net Calls
+$150M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
776
Ascent Group
Virginia
$589K +$222K +3,548 +58%
PA
777
Profund Advisors
Maryland
$586K -$237K -3,780 -28%
PWP
778
Principle Wealth Partners
Connecticut
$580K -$25.2K -403 -4%
AGP
779
Autumn Glory Partners
Texas
$575K +$207K +3,314 +54%
JCM
780
Jacobi Capital Management
Pennsylvania
$570K +$11.5K +184 +2%
AWM
781
Aprio Wealth Management
Georgia
$566K +$83.9K +1,341 +17%
PSC
782
Portman Square Capital
United Kingdom
$566K +$579K +9,254 New
NFSG
783
Newbridge Financial Services Group
Florida
$560K +$383K +6,125 +202%
HWA
784
HHM Wealth Advisors
Tennessee
$559K -$27.5K -440 -5%
HWMG
785
Harbour Wealth Management Group
South Carolina
$555K +$58.9K +941 +12%
TA
786
Tactive Advisors
Florida
$555K +$66.2K +1,057 +13%
TFO
787
Tarbox Family Office
California
$554K -$2.07K -33 -0.4%
Parallax Volatility Advisers
788
Parallax Volatility Advisers
California
$552K +$170K +2,723 +46%
PWG
789
Portside Wealth Group
Utah
$550K -$67.7K -1,082 -11%
CW
790
Code Waechter
Florida
$549K -$20.2K -323 -3%
AC
791
AlphaCore Capital
California
$547K -$303K -4,837 -35%
CMMS
792
Comprehensive Money Management Services
Florida
$542K +$16.3K +260 +3%
EWA
793
EverSource Wealth Advisors
Alabama
$539K +$65.1K +1,040 +13%
NRI
794
NFP Retirement Inc
California
$536K -$68.1K -1,088 -11%
CI
795
Cigna Investments
Connecticut
$533K
TWC
796
TD Waterhouse Canada
Ontario, Canada
$530K +$411K +6,571 +328%
AUB
797
Atlantic Union Bankshares
Virginia
$527K +$30.5K +488 +6%
CPL
798
CAP Partners LLC
Tennessee
$526K +$4.82K +77 +0.9%
SIA
799
Strategic Investment Advisors
Michigan
$522K +$535K +8,540 New
WPC
800
Wedmont Private Capital
Pennsylvania
$520K +$27.9K +446 +6%