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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
DF
1301
DecisionPoint Financial
Arizona
$3.5K
USB
1302
Union Savings Bank
Connecticut
$3.44K
DAM
1303
Delta Asset Management
Tennessee
$3.38K
NWM
1304
Nova Wealth Management
Florida
$3.31K
CWP
1305
Concord Wealth Partners
Virginia
$3.27K
SC
1306
Swan Capital
Florida
$3.12K
KA
1307
Kozak & Associates
Colorado
$3.01K
WA
1308
Westfuller Advisors
New York
$2.94K
TFM
1309
TFC Financial Management
Massachusetts
$2.88K
CFG
1310
Clayton Financial Group
Missouri
$2.88K
IWM
1311
IMG Wealth Management
Florida
$2.82K
FCAS
1312
First Command Advisory Services
Texas
$2.71K
TCM
1313
Tradewinds Capital Management
Washington
$2.65K
WWA
1314
Wealth Watch Advisors
Colorado
$2.65K
CWP
1315
Clark Wealth Partners
Illinois
$2.48K
TWD
1316
True Wealth Design
Ohio
$2.48K
NRG
1317
Nemes Rush Group
Michigan
$2.42K
S
1318
Sachetta
Massachusetts
$2.32K
SFAM
1319
Sawyer Falduto Asset Management
Illinois
$2.25K
MHIP
1320
Mountain Hill Investment Partners
New Jersey
$2.24K
QWM
1321
Quaker Wealth Management
New Jersey
$1.69K
STB
1322
S&T Bank
Pennsylvania
$1.64K
GCM
1323
Gunpowder Capital Management
Maryland
$1.58K
EWP
1324
Elevation Wealth Partners
California
$1.47K
VWA
1325
Valued Wealth Advisors
Utah
$1.42K