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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
WMA
926
Wealth Management Associates
New Jersey
$297K
MT
927
Midwest Trust
Kansas
$297K
RIP
928
Reliant Investment Partners
North Carolina
$295K
SWM
929
SHP Wealth Management
Massachusetts
$295K
BWP
930
BSW Wealth Partners
Colorado
$294K
CCG
931
Coastwise Capital Group
California
$293K
CFA
932
Cahill Financial Advisors
Minnesota
$291K
NWMG
933
National Wealth Management Group
Ohio
$291K
WTC
934
WhitTier Trust Company
Nevada
$291K
MAWA
935
Moss Adams Wealth Advisors
Washington
$290K
TFIPS
936
Towarzystwo Funduszy Inwestycyjnych PZU SA
$289K
FAM
937
Fulcrum Asset Management
United Kingdom
$287K
Robeco Institutional Asset Management
938
Robeco Institutional Asset Management
Netherlands
$286K
SFWA
939
Summit Financial Wealth Advisors
Louisiana
$286K
Fisher Asset Management
940
Fisher Asset Management
Washington
$285K
AWM
941
Angeles Wealth Management
California
$285K
CCA
942
Catalyst Capital Advisors
New York
$282K
MAC
943
Mason & Associates (California)
California
$281K
ISL
944
Ingalls & Snyder LLC
New York
$280K
RCA
945
Resonant Capital Advisors
Wisconsin
$279K
WC
946
Whitney & Co
New York
$279K
MHFA
947
Mission Hills Financial Advisory
California
$278K
MFIM
948
Mesirow Financial Investment Management
Illinois
$278K
CA
949
Callahan Advisors
Texas
$278K
VAM
950
Verity Asset Management
North Carolina
$277K