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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
IAG
851
Investmark Advisory Group
Connecticut
$359K
BFC
852
Blue Fin Capital
Rhode Island
$357K
KWS
853
Keystone Wealth Services
California
$357K
GWP
854
Gen-Wealth Partners
Michigan
$356K
CIAS
855
CFS Investment Advisory Services
New Jersey
$356K
SIA
856
Sage Investment Advisers
New York
$351K
PPC
857
Park Place Capital
Alabama
$348K
FMLI
858
Fukoku Mutual Life Insurance
Japan
$347K
IG
859
ING Group
Netherlands
$347K
EM
860
Excalibur Management
Massachusetts
$345K
GAA
861
Global Assets Advisory
Florida
$344K
LWL
862
Leo Wealth LLC
Texas
$343K
AG
863
Ascent Group
Virginia
$343K
AGP
864
Autumn Glory Partners
Texas
$343K
CNBTD
865
Citizens National Bank Trust Department
Mississippi
$343K
RFP
866
Root Financial Partners
California
$341K
TIA
867
Tiemann Investment Advisors
California
$340K
MA
868
MBA Advisors
Pennsylvania
$340K
FCM
869
Fieldview Capital Management
Michigan
$339K
SIA
870
SkyView Investment Advisors
New Jersey
$339K
TWA
871
Trace Wealth Advisors
California
$338K
GLA
872
Great Lakes Advisors
Illinois
$338K
JSW
873
Journey Strategic Wealth
New Jersey
$336K
RC
874
Rexford Capital
Texas
$336K
PWP
875
Phillips Wealth Planners
Mississippi
$335K