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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
LWMI
1226
Legacy Wealth Management (Idaho)
Idaho
$16.6K
WETS
1227
Wealth Enhancement Trust Services
South Dakota
$16.1K
JGIA
1228
Jackson Grant Investment Advisers
Connecticut
$15.9K
KFAS
1229
Keating Financial Advisory Services
Kansas
$15.8K
HWP
1230
Highline Wealth Partners
California
$15.5K
RBC
1231
Roble Belko & Company
Pennsylvania
$15K
LA
1232
LM Advisors
California
$14.7K
FCT
1233
First Community Trust
Iowa
$14.3K
MIM
1234
MTM Investment Management
South Carolina
$14.2K
SFS
1235
Sunrise Financial Services
Washington
$14.1K
EWM
1236
Evermay Wealth Management
Virginia
$13.5K
ADL
1237
Asset Dedication LLC
California
$13.5K
KG
1238
Kilter Group
New York
$13.2K
WTA
1239
Washington Trust Advisors
Massachusetts
$13.1K
CPG
1240
Cornerstone Planning Group
New Jersey
$12.5K
CA
1241
Crewe Advisors
Utah
$12.4K
IWP
1242
IAG Wealth Partners
Wisconsin
$12.3K
NWM
1243
Navigoe Wealth Management
California
$12K
PPL
1244
Planning Project LLC
Texas
$11.9K
DIP
1245
DT Investment Partners
Pennsylvania
$11.7K
RFG
1246
REAP Financial Group
Texas
$11.6K
WAG
1247
Wilkerson Advisory Group
Missouri
$11.4K
MSWM
1248
Mowery & Schoenfeld Wealth Management
Illinois
$11.3K
RF
1249
Roxbury Financial
New Jersey
$11.3K
SIS
1250
Strategic Investment Solutions
Illinois
$11.3K