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Realty Income

1,255 hedge funds and large institutions have $39.9B invested in Realty Income in 2025 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 606 increasing their positions, 373 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+9
Holders Change %
+0.72%
% of All Funds
17.05%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
135
Increased
606
Reduced
373
Closed
95
Calls
$408M
Puts
$286M
Net Calls
+$122M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
251
Guggenheim Capital
Illinois
$6.36M +$185K +3,190 +3%
JWCA
252
J.W. Cole Advisors
Florida
$6.27M +$5.82M +100,268 +1,278%
CCB
253
Country Club Bank
Missouri
$6.22M +$20.4K +361 +0.3%
MOACM
254
Mutual of America Capital Management
New York
$6.17M -$199K -3,439 -3%
OC
255
Oppenheimer & Co
New York
$6.1M +$514K +8,869 +9%
EI
256
Ethic Inc
New York
$6.07M +$715K +12,519 +13%
TC
257
TownSquare Capital
Utah
$5.98M +$306K +5,268 +5%
TTWM
258
TCV Trust & Wealth Management
Virginia
$5.94M -$136K -2,346 -2%
VPIM
259
Vanguard Personalized Indexing Management
California
$5.87M +$730K +12,588 +14%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$5.84M +$3.41M +58,711 +140%
Bank of Nova Scotia
261
Bank of Nova Scotia
Ontario, Canada
$5.84M -$1.43M -24,603 -20%
TCM
262
Telos Capital Management
California
$5.74M +$8.01K +138 +0.1%
SCM
263
Sterling Capital Management
North Carolina
$5.74M -$733K -12,634 -11%
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$5.7M +$1.59M +27,347 +38%
Cerity Partners
265
Cerity Partners
New York
$5.67M +$617K +10,635 +12%
SWP
266
Stratos Wealth Partners
Ohio
$5.63M +$91.1K +1,570 +2%
Rafferty Asset Management
267
Rafferty Asset Management
New York
$5.54M -$1.15M -19,744 -17%
PS
268
Pensionfund Sabic
Netherlands
$5.52M -$551K -9,500 -9%
KWM
269
Kingsview Wealth Management
Oregon
$5.51M -$166K -2,863 -3%
TPSF
270
Texas Permanent School Fund
Texas
$5.45M +$5.45M +94,138 New
CAC
271
Core Alternative Capital
Georgia
$5.42M -$1.25M -21,653 -19%
VI
272
Vestcor Inc
New Brunswick, Canada
$5.41M -$2.29M -39,417 -30%
CCM
273
Coldstream Capital Management
Washington
$5.34M +$149K +2,567 +3%
PFA
274
Pathway Financial Advisers
Indiana
$5.34M +$157K +2,708 +3%
D.E. Shaw & Co
275
D.E. Shaw & Co
New York
$5.19M -$19.1M -329,469 -79%