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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
PFBT
1076
Parkside Financial Bank & Trust
Missouri
$142K
CMBA
1077
C.M. Bidwell & Associates
Hawaii
$142K
ESC
1078
Eurizon SLJ Capital
$138K
SWP
1079
Strategic Wealth Partners
Ohio
$138K
AGWCA
1080
Annis Gardner Whiting Capital Advisors
Florida
$138K
CA
1081
CoreCap Advisors
Michigan
$138K
AG
1082
AmeriFlex Group
Nevada
$137K
TC
1083
Trust Company
Kansas
$137K
OL
1084
OneFund LLC
Florida
$136K
VCM
1085
Versant Capital Management
Arizona
$135K
M
1086
MOTCO
Texas
$133K
SIM
1087
Sentry Investment Management
Wisconsin
$130K
DE
1088
DV Equities
Illinois
$127K
MWA
1089
Medallion Wealth Advisors
Connecticut
$124K
BCWM
1090
Bartlett & Co Wealth Management
Ohio
$124K
CFM
1091
Cornerstone Financial Management
Massachusetts
$121K
YDMI
1092
Y.D. More Investments
Israel
$121K
SWA
1093
Strategic Wealth Advisors
Arizona
$114K
FP
1094
Financial Perspectives
Minnesota
$113K
TWC
1095
TD Waterhouse Canada
Ontario, Canada
$113K
ISWM
1096
Intesa Sanpaolo Wealth Management
$113K
HC
1097
Hoese & Co
Minnesota
$113K
CTWM
1098
Cherry Tree Wealth Management
Minnesota
$111K
HCM
1099
Hollencrest Capital Management
California
$110K
NL
1100
Navalign LLC
California
$110K