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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
ML
976
McAdam LLC
Pennsylvania
$254K
PWPS
977
Pinnacle Wealth Planning Services
Ohio
$254K
TWP
978
Tyche Wealth Partners
Texas
$253K
SWGC
979
Summit Wealth Group (Colorado)
Colorado
$249K
BRWA
980
B. Riley Wealth Advisors
Florida
$248K
First Manhattan
981
First Manhattan
New York
$248K
BHCM
982
Brevan Howard Capital Management
Jersey
$247K
JCM
983
Jacobsen Capital Management
Utah
$244K
BI
984
Bolthouse Investments
California
$243K
Luther King Capital Management (LKCM)
985
Luther King Capital Management (LKCM)
Texas
$243K
TW
986
Trajan Wealth
Arizona
$242K
MWM
987
Modera Wealth Management
New Jersey
$242K
SSG
988
Summit Securities Group
New York
$241K
AFW
989
Atlantic Family Wealth
Florida
$241K
AGP
990
Aspire Growth Partners
Florida
$240K
CSC
991
Caldwell Sutter Capital
California
$239K
HHCP
992
Hilton Head Capital Partners
South Carolina
$238K
NJIM
993
Nabity-Jensen Investment Management
Nebraska
$238K
CTC
994
Cetera Trust Company
Minnesota
$237K
RFA
995
Register Financial Advisors
Georgia
$236K
FC
996
Farringdon Capital
United Kingdom
$236K
CI
997
Conning Inc
Connecticut
$236K
MGP
998
M&G plc
United Kingdom
$235K
HIC
999
Holderness Investments Company
North Carolina
$234K
SWM
1000
Shelton Wealth Management
Texas
$233K