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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
WA
1476
WESPAC Advisors
California
-$256K -4,549 Closed
AFW
1477
Atlantic Family Wealth
Florida
-$241K -4,267 Closed
CI
1478
Conning Inc
Connecticut
-$236K -4,178 Closed
BF
1479
Brucke Financial
Indiana
-$226K -4,017 Closed
BHPW
1480
Beverly Hills Private Wealth
California
-$225K -3,985 Closed
ESBC
1481
E.S. Barr & Co
Kentucky
-$221K -3,922 Closed
OWA
1482
Octavia Wealth Advisors
Ohio
-$218K -3,909 Closed
BFIM
1483
Beese Fulmer Investment Management
Ohio
-$220K -3,904 Closed
DDC
1484
DF Dent & Co
Maryland
-$215K -3,813 Closed
S
1485
Sunpointe
Missouri
-$210K -3,708 Closed
PAG
1486
Private Advisory Group
Washington
-$208K -3,694 Closed
BB
1487
Busey Bank
Illinois
-$206K -3,658 Closed
TWP
1488
Triad Wealth Partners
Kansas
-$205K -3,640 Closed
SB
1489
Strategic Blueprint
Georgia
-$204K -3,628 Closed
FA
1490
FDx Advisors
Illinois
-$202K -3,579 Closed
SFG
1491
Strive Financial Group
Indiana
-$198K -3,505 Closed
SHF
1492
Safe Harbor Fiduciary
Florida
-$190K -3,378 Closed
CP
1493
Camelot Portfolios
Ohio
-$162K -2,870 Closed
MB
1494
MidFirst Bank
Oklahoma
-$161K -2,859 Closed
SIM
1495
Sentry Investment Management
Wisconsin
-$130K -2,313 Closed
NL
1496
Navalign LLC
California
-$110K -1,943 Closed
BC
1497
Bayforest Capital
United Kingdom
-$94.8K -1,682 Closed
WPA
1498
Wealth Preservation Advisors
Tennessee
-$92.4K -1,639 Closed
DT
1499
DV Trading
Illinois
-$73.6K -1,175 Closed
EW
1500
Elyxium Wealth
California
-$57.3K -1,016 Closed