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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
EWP
1001
Evergreen Wealth Partners
Montana
$233K
MMA
1002
Miracle Mile Advisors
California
$232K
HA
1003
Huntleigh Advisors
Missouri
$232K
TWM
1004
Tortuga Wealth Management
California
$231K
PCM
1005
Pointe Capital Management
Michigan
$231K
COCM
1006
Charter Oak Capital Management
New Hampshire
$230K
ST
1007
Somerset Trust
Pennsylvania
$228K
BF
1008
Brucke Financial
Indiana
$226K
LIP
1009
Lynch Investment Planning
Pennsylvania
$225K
LFM
1010
LGT Fund Management
Liechtenstein
$225K
SWA
1011
SFMG Wealth Advisors
Texas
$225K
BHPW
1012
Beverly Hills Private Wealth
California
$225K
PWM
1013
Prosperity Wealth Management
California
$224K
NAG
1014
Northstar Advisory Group
New Jersey
$223K
TPI
1015
Trust Point Inc
Wisconsin
$223K
TCWA
1016
Turtle Creek Wealth Advisors
Texas
$222K
AFT
1017
Alpha Family Trust
California
$222K
ESBC
1018
E.S. Barr & Co
Kentucky
$221K
BFIM
1019
Beese Fulmer Investment Management
Ohio
$220K
PFM
1020
Patton Fund Management
Texas
$218K
OWA
1021
Octavia Wealth Advisors
Ohio
$218K
CAM
1022
Campion Asset Management
Virginia
$218K
OWP
1023
ORG Wealth Partners
Texas
$217K
SFP
1024
Sandbox Financial Partners
Maryland
$217K
GC
1025
Grimes & Company
Massachusetts
$217K