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Realty Income

1,435 hedge funds and large institutions have $43.5B invested in Realty Income in 2026 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 612 increasing their positions, 450 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 89

59% more call options, than puts

Call options by funds: $405M | Put options by funds: $256M

36% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 450

6% more capital invested

Capital invested by funds: $41.1B → $43.5B (+$2.38B)

5% more funds holding

Funds holding: 1,3641,435 (+71)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

2.99% less ownership

Funds ownership: 79.12%76.13% (-3%)

Holders
1,435
Holders Change
+71
Holders Change %
+5.21%
% of All Funds
17.67%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
185
Increased
612
Reduced
450
Closed
89
Calls
$405M
Puts
$256M
Net Calls
+$150M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1376
Delta Asset Management
Tennessee
$3.67K
RF
1377
Robinswood Financial
Washington
$3.32K +$63 +1 +2%
KA
1378
Kozak & Associates
Colorado
$3.28K
CFG
1379
Clayton Financial Group
Missouri
$3.12K
AA
1380
Addison Advisors
Vermont
$3K +$3.07K +49 New
WA
1381
Westfuller Advisors
New York
$2.89K -$313 -5 -10%
TCM
1382
Tradewinds Capital Management
Washington
$2.88K
NRG
1383
Nemes Rush Group
Michigan
$2.63K
HNW
1384
High Note Wealth
Minnesota
$2.57K +$1.88K +30 +250%
RWM
1385
RMG Wealth Management
Wisconsin
$2.51K +$2.38K +38 +1,900%
MHIP
1386
Mountain Hill Investment Partners
New Jersey
$2.46K
SFAM
1387
Sawyer Falduto Asset Management
Illinois
$2.45K
EC
1388
Elequin Capital
New York
$2.33K +$2.38K +38 New
HFS
1389
Hughes Financial Services
Virginia
$2.26K +$814 +13 +54%
OA
1390
Operose Advisors
Wisconsin
$2.2K +$2.25K +36 New
IWM
1391
IMG Wealth Management
Florida
$2.14K -$939 -15 -30%
NWM
1392
Nova Wealth Management
Florida
$2.1K -$1.56K -25 -42%
SVCP
1393
Silicon Valley Capital Partners
California
$2.1K +$2.13K +34 New
PIS
1394
POM Investment Strategies
North Carolina
$1.96K +$2K +32 New
GIA
1395
GHP Investment Advisors
Colorado
$1.77K +$501 +8 +38%
QWM
1396
Quaker Wealth Management
New Jersey
$1.65K -$188 -3 -10%
EWP
1397
Elevation Wealth Partners
California
$1.59K
NB
1398
NBT Bank
New York
$1.59K +$1.63K +26 New
AEPWM
1399
Atlantic Edge Private Wealth Management
Florida
$1.53K
JSAM
1400
J. Safra Asset Management
New York
$1.53K