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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
SFG
1051
Strive Financial Group
Indiana
$198K
SA
1052
SRH Advisors
Kansas
$197K
SHF
1053
Safe Harbor Fiduciary
Florida
$190K
HPC
1054
HM Payson & Co
Maine
$188K
WA
1055
Whipplewood Advisors
Colorado
$188K
CSB
1056
City State Bank
Iowa
$183K
HPWM
1057
High Point Wealth Management
New Jersey
$179K
CTC
1058
Central Trust Company
Missouri
$176K
TFA
1059
Toth Financial Advisory
Virginia
$175K
AFC
1060
Ares Financial Consulting
California
$175K
SAG
1061
SageView Advisory Group
California
$174K
NFSG
1062
Newbridge Financial Services Group
Florida
$171K
HFS
1063
Hantz Financial Services
Michigan
$167K
AA
1064
Ancora Advisors
Ohio
$162K
CP
1065
Camelot Portfolios
Ohio
$162K
VIA
1066
Virtus Investment Advisers
Connecticut
$162K
MB
1067
MidFirst Bank
Oklahoma
$161K
CT
1068
Coastline Trust
Rhode Island
$156K
LAS
1069
Lloyd Advisory Services
Georgia
$155K
NMG
1070
New Millennium Group
Utah
$154K
CH
1071
Cromwell Holdings
Wyoming
$153K
PIM
1072
Plato Investment Management
Australia
$153K
TCM
1073
Triumph Capital Management
Colorado
$152K
T
1074
Tidemark
California
$152K
MA
1075
Montag & Associates
Georgia
$146K