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Realty Income
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Overview Fund Activity

1,248 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, 615 increasing their positions, 369 reducing their positions, and 94 closing their positions.

Holders
1,248
Holders Change
-8
Holders Change %
-0.64%
% of All Funds
16.75%
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
615
Reduced
369
Closed
94
Calls
$389M
Puts
$220M
Net Calls
+$169M
Net Calls Change
+$47.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.42B
2
Cohen & Steers
2
Cohen & Steers
New York
$826M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.55B
4
UBS AM
4
UBS AM
Illinois
$550M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$306M

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 %
CIC
276
Carnegie Investment Counsel
Ohio
$5.42M 94,030 +4,142 +5%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$5.34M 92,747 +5,324 +6%
NB
278
Norinchukin Bank
Japan
$5.34M 92,723 +7,755 +9%
CCM
279
Coldstream Capital Management
Washington
$5.28M 91,564 -505 -0.5%
LOIM
280
Liberty One Investment Management
Illinois
$5.15M 89,424 +3,248 +4%
P
281
&Partners
Tennessee
$5.11M 88,611 +11,546 +15%
AOWM
282
Alpha Omega Wealth Management
Virginia
$4.99M 86,552 -137 -0.2%
PC
283
Prairiewood Capital
North Dakota
$4.95M 85,989 +4,356 +5%
CAC
284
Core Alternative Capital
Georgia
$4.94M 85,786 -7,838 -8%
ISFAN
285
Investor's Fiduciary Advisor Network
Washington
$4.91M 85,196 +1,508 +2%
CPRC
286
Consolidated Portfolio Review Corp
New York
$4.85M 84,117 -3,850 -4%
EI
287
Ethic Inc
New York
$4.81M 84,318 -21,957 -21%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$4.81M 83,409 -14,982 -15%
FDCDDQ
289
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.78M 82,965 +51,211 +161%
DP
290
Dearborn Partners
Illinois
$4.74M 82,230 +2,334 +3%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$4.68M 81,307 +12,392 +18%
AssetMark Inc
292
AssetMark Inc
California
$4.67M 80,999 +13,825 +21%
HIP
293
Harrell Investment Partners
Texas
$4.67M 80,991 +9,880 +14%
LFAS
294
Level Four Advisory Services
Texas
$4.58M 79,449 +1,252 +2%
Nordea Investment Management
295
Nordea Investment Management
Sweden
$4.56M 79,989 +6,417 +9%
LWP
296
LMG Wealth Partners
Louisiana
$4.54M 78,789 +3,478 +5%
OPERF
297
Oregon Public Employees Retirement Fund
Oregon
$4.5M 78,080 +2,900 +4%
MA
298
Mutual Advisors
Nebraska
$4.48M 77,393 -1,420 -2%
SWMG
299
Signature Wealth Management Group
Georgia
$4.44M 77,042 +875 +1%
LCM
300
LVM Capital Management
Michigan
$4.36M 75,602 -663 -0.9%
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