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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
CNBTD
901
Citizens National Bank Trust Department
Mississippi
$372K
RC
902
Rexford Capital
Texas
$371K +$6.45K +103 +2%
AAG
903
Armstrong Advisory Group
Massachusetts
$370K +$12.1K +194 +3%
CFG
904
Certior Financial Group
Pennsylvania
$370K +$13.1K +209 +4%
MA
905
MBA Advisors
Pennsylvania
$369K
HW
906
Hancock Whitney
Mississippi
$368K -$112K -1,793 -23%
HCMG
907
Howard Capital Management Group
California
$367K -$125K -2,000 -25%
TWA
908
Trace Wealth Advisors
California
$367K
BLC
909
Brown, Lisle/Cummings
Rhode Island
$366K +$31.3K +500 +9%
LA
910
Latitude Advisors
Florida
$364K +$89.7K +1,433 +32%
SHFG
911
S Harris Financial Group
Texas
$363K +$82.4K +1,317 +28%
SAM
912
Strategy Asset Managers
California
$359K +$20.2K +323 +6%
MW
913
Marble Wealth
Alabama
$358K +$366K +5,844 New
BHFP
914
Blom & Howell Financial Planning
California
$358K -$1.31K -21 -0.4%
CTC
915
Central Trust Company
Missouri
$357K +$169K +2,700 +86%
LWAM
916
Legacy Wealth Asset Management
Minnesota
$356K +$364K +5,821 New
1C
917
111 Capital
France
$356K +$364K +5,816 New
MAWA
918
Moss Adams Wealth Advisors
Washington
$356K +$41.2K +658 +13%
VAM
919
Verity Asset Management
North Carolina
$355K +$56.1K +896 +18%
FMN
920
Financial Management Network
California
$355K +$1.94K +31 +0.6%
YWM
921
Yoder Wealth Management
California
$354K +$26.9K +429 +8%
SIA
922
Sovereign Investment Advisors
Arizona
$352K +$359K +5,732 New
WAM
923
Wolverine Asset Management
Illinois
$349K
FMWA
924
Forvis Mazars Wealth Advisors
Missouri
$349K -$4.38K -70 -1%
CIA
925
Cape Investment Advisory
Georgia
$348K -$9.08K -145 -2%