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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
AEPWM
1326
Atlantic Edge Private Wealth Management
Florida
$1.41K
JSAM
1327
J. Safra Asset Management
New York
$1.41K
PCFFS
1328
Pacific Center for Financial Services
California
$1.4K
AIM
1329
Arcadia Investment Management
Michigan
$1.36K
HFS
1330
Hughes Financial Services
Virginia
$1.35K
1CP
1331
1015 Capital Partners
Pennsylvania
$1.3K
CJ
1332
Caitlin John
Michigan
$1.26K
UCB
1333
United Community Bank
South Carolina
$1.24K
GIA
1334
GHP Investment Advisors
Colorado
$1.18K
CCM
1335
Chilton Capital Management
Texas
$1.13K
RIAS
1336
Rachor Investment Advisory Services
Michigan
$1.1K
DFA
1337
DHJJ Financial Advisors
Illinois
$1.01K
WW
1338
Winnow Wealth
Texas
$969
TBFA
1339
Three Bearings Fiduciary Advisors
New Hampshire
$918
SHIM
1340
Stone House Investment Management
Pennsylvania
$902
CAM
1341
Clarity Asset Management
Iowa
$774
ACA
1342
American Capital Advisory
Idaho
$733
RWS
1343
Retirement Wealth Solutions
Wisconsin
$733
HNW
1344
High Note Wealth
Minnesota
$676
GFA
1345
Godfrey Financial Associates
New York
$676
ACM
1346
Anfield Capital Management
California
$564
NL
1347
NVWM LLC
Pennsylvania
$564
NL
1348
NorthAvenue LLC
Ohio
$508
SFM
1349
Systematic Financial Management
New Jersey
$507
GWSA
1350
Global Wealth Strategies & Associates
Colorado
$451