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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
17.66%
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
VWA
1401
Valued Wealth Advisors
Utah
$1.53K
BH
1402
Burk Holdings
Oklahoma
$1.53K +$1.56K +25 New
PWA
1403
Portus Wealth Advisors
North Carolina
$1.53K +$1.56K +25 New
AIM
1404
Arcadia Investment Management
Michigan
$1.49K
RWS
1405
Retirement Wealth Solutions
Wisconsin
$1.47K +$689 +11 +85%
AT
1406
Arlington Trust
Alabama
$1.47K +$1.5K +24 New
PCFFS
1407
Pacific Center for Financial Services
California
$1.41K
1CP
1408
1015 Capital Partners
Pennsylvania
$1.41K
CJ
1409
Caitlin John
Michigan
$1.38K +$63 +1 +5%
UCB
1410
United Community Bank
South Carolina
$1.35K
RIAS
1411
Rachor Investment Advisory Services
Michigan
$1.21K +$63 +1 +5%
BA
1412
Ballast Advisors
Minnesota
$1.16K +$1.19K +19 New
VAI
1413
Vanguard Advisers Inc
Pennsylvania
$1.16K +$1.19K +19 New
DFA
1414
DHJJ Financial Advisors
Illinois
$1.1K
PJC
1415
Phillip James Consulting
Minnesota
$1K +$1K +16 New
SHIM
1416
Stone House Investment Management
Pennsylvania
$979
DCM
1417
Davis Capital Management
Florida
$979 +$689 +11 +220%
TBFA
1418
Three Bearings Fiduciary Advisors
New Hampshire
$918
ACA
1419
American Capital Advisory
Idaho
$857 +$63 +1 +8%
CAM
1420
Clarity Asset Management
Iowa
$851
ACM
1421
Anfield Capital Management
California
$612
NL
1422
NVWM LLC
Pennsylvania
$612
TWM
1423
TopTier Wealth Management
Wisconsin
$551 +$563 +9 New
DF
1424
DecisionPoint Financial
Arizona
$490 -$3.38K -54 -87%
RWM
1425
Rialto Wealth Management
New York
$490 +$501 +8 New