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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
PFS
1426
Prospect Financial Services
New York
SHGA
1427
Sand Hill Global Advisors
California
CFP
1428
Catalyst Financial Partners
Massachusetts
RCM
1429
Requisite Capital Management
Texas
WB
1430
WesBanco Bank
West Virginia
SLG
1431
Silver Lake Group
California
GPW
1432
Genesis Private Wealth
Virginia
TF
1433
Trek Financial
Arizona
CB
1434
Chris Bulman
California
FBB
1435
Fulton Breakefield Broenniman
Maryland
EGM
1436
Engineers Gate Manager
New York
FI
1437
Financial Insights
Washington
DE
1438
Diversified Enterprises
Delaware
BFM
1439
Boothbay Fund Management
New York
SWM
1440
Stockman Wealth Management
Montana
PFA
1441
Providence Financial Advisors
Kansas
SIC
1442
Salem Investment Counselors
North Carolina
FFWM
1443
Future Financial Wealth Management
Ohio
HFS
1444
Hopwood Financial Services
Virginia
RA
1445
Rise Advisors
New York
MSG
1446
Main Street Group
Virginia
SFCL
1447
Strengthening Families & Communities LLC
Massachusetts
HWA
1448
Heartwood Wealth Advisors
Virginia
TIM
1449
Tortoise Investment Management
New York
SC
1450
Stance Capital
Massachusetts