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Realty Income
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Overview Fund Activity

1,249 hedge funds and large institutions have $40.8B invested in Realty Income in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 616 increasing their positions, 369 reducing their positions, and 93 closing their positions.

Holders
1,249
Holders Change
-7
Holders Change %
-0.56%
% of All Funds
16.77%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.17%
New
117
Increased
616
Reduced
369
Closed
93
Calls
$389M
Puts
$220M
Net Calls
+$169M
Net Calls Change
+$47.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$676M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.42B
3
Cohen & Steers
3
Cohen & Steers
New York
$826M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.55B
5
UBS AM
5
UBS AM
Illinois
$550M

Top Sellers

1
Invesco
1
Invesco
Georgia
$475M
2
UBS Group
2
UBS Group
Switzerland
$162M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$7.89M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$168M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.42B 146,136,211 +3,624,852 +3%
BlackRock
2
BlackRock
New York
$5.39B 93,643,237 +857,584 +0.9%
State Street
3
State Street
Massachusetts
$3.56B 61,732,956 +676,697 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.55B 26,979,134 +2,058,031 +8%
Parnassus Investments
5
Parnassus Investments
California
$1.06B 18,386,115 -636,474 -3%
Bank of America
6
Bank of America
North Carolina
$1.02B 17,773,729 -520,692 -3%
Morgan Stanley
7
Morgan Stanley
New York
$845M 14,662,527 +404,874 +3%
Cohen & Steers
8
Cohen & Steers
New York
$826M 14,338,480 +2,838,532 +25%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$741M 12,853,974 -132,964 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$705M 12,237,569 +129,008 +1%
Raymond James Financial
11
Raymond James Financial
Florida
$692M 12,011,841 +654,958 +6%
Northern Trust
12
Northern Trust
Illinois
$683M 11,852,040 -856,672 -7%
Norges Bank
13
Norges Bank
Norway
$676M 11,742,745 +11,742,745 New
Charles Schwab
14
Charles Schwab
California
$627M 10,878,743 +765,942 +8%
Legal & General Group
15
Legal & General Group
United Kingdom
$575M 9,972,749 +131,773 +1%
UBS AM
16
UBS AM
Illinois
$550M 9,545,962 +1,623,106 +20%
AAMU
17
APG Asset Management US
New York
$499M 8,638,562 +357,286 +4%
Invesco
18
Invesco
Georgia
$475M 8,247,115 -3,174,858 -28%
Goldman Sachs
19
Goldman Sachs
New York
$337M 5,845,437 -637,512 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$335M 5,813,174 +84,066 +1%
Wells Fargo
21
Wells Fargo
California
$309M 5,363,877 +108,259 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$306M 5,304,734 +1,507,469 +40%
CIM
23
Centersquare Investment Management
Pennsylvania
$265M 4,605,962 -365,161 -7%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$261M 4,538,468 +49,160 +1%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$239M 4,153,817 -867,180 -17%
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