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Realty Income

1,255 hedge funds and large institutions have $40.9B invested in Realty Income in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 621 increasing their positions, 370 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
Holders Change %
0%
% of All Funds
16.82%
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
621
Reduced
370
Closed
93
Calls
$478M
Puts
$291M
Net Calls
+$187M
Net Calls Change
+$65.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Rafferty Asset Management
251
Rafferty Asset Management
New York
$6.59M +$1.1M +19,025 +20%
GAM
252
Gotham Asset Management
New York
$6.48M +$1.61M +27,884 +33%
JWCA
253
J.W. Cole Advisors
Florida
$6.42M +$196K +3,405 +3%
AAS
254
Avantax Advisory Services
Texas
$6.4M -$58.2K -1,010 -0.9%
OC
255
Oppenheimer & Co
New York
$6.37M +$307K +5,325 +5%
MCM
256
Marathon Capital Management
Maryland
$6.31M -$48.2K -836 -0.8%
USCWA
257
U.S. Capital Wealth Advisors
Texas
$6.3M +$500K +8,672 +9%
SCM
258
Sterling Capital Management
North Carolina
$6.28M +$584K +10,142 +10%
MCP
259
Martin Capital Partners
Oregon
$6.25M +$4.43M +76,858 +243%
CCB
260
Country Club Bank
Missouri
$6.2M -$59.5K -1,044 -1%
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$6.18M +$1.18M +20,544 +24%
OAM
262
Ostrum Asset Management
France
$6.12M +$1.88M +32,572 +44%
SWP
263
Stratos Wealth Partners
Ohio
$6.02M +$428K +7,427 +8%
KWM
264
Kingsview Wealth Management
Oregon
$6M +$535K +9,290 +10%
MOACM
265
Mutual of America Capital Management
New York
$5.97M -$160K -2,773 -3%
TTWM
266
TCV Trust & Wealth Management
Virginia
$5.95M +$46K +799 +0.8%
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
$5.89M +$92.2K +1,601 +2%
EP
268
Edgestream Partners
New Jersey
$5.85M -$1.31M -22,781 -18%
SG Americas Securities
269
SG Americas Securities
New York
$5.82M +$5.35M +92,877 +1,147%
TCM
270
Telos Capital Management
California
$5.73M +$28.2K +489 +0.5%
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$5.64M +$1.66M +28,772 +42%
NIM
272
NEOS Investment Management
Connecticut
$5.63M +$1.94M +33,824 +53%
WP
273
Woodline Partners
California
$5.63M +$1.37M +23,742 +32%
D.E. Shaw & Co
274
D.E. Shaw & Co
New York
$5.58M +$426K +7,388 +8%
PFA
275
Pathway Financial Advisers
Indiana
$5.44M +$142K +2,466 +3%