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Realty Income
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Overview Fund Activity

1,254 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, 620 increasing their positions, 370 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
-2
Holders Change %
-0.16%
% 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
620
Reduced
370
Closed
94
Calls
$478M
Puts
$291M
Net Calls
+$187M
Net Calls Change
+$65.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$8.42B
2
Cohen & Steers
Cohen & Steers
New York
$826M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.55B
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$123M
5
UBS AM
UBS AM
Illinois
$550M

Top Sellers

1
Invesco
Invesco
Georgia
$475M
2
UBS Group
UBS Group
Switzerland
$162M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$7.89M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$168M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
301
LVM Capital Management
Michigan
$4.36M -$38.2K -663 -0.9%
MNA
302
Manning & Napier Advisors
New York
$4.32M – – –
BCFS
303
Butensky & Cohen Financial Security
Florida
$4.22M +$245K +4,259 +6%
MWA
304
Meridian Wealth Advisors
Texas
$4.17M -$174K -3,013 -4%
DWM
305
Dakota Wealth Management
Florida
$4.15M -$108K -1,883 -3%
PGFC
306
Peapack-Gladstone Financial Corp
New Jersey
$4.09M +$97.6K +1,694 +2%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$3.95M +$59.6K +1,034 +2%
BA
308
Baugh & Associates
Georgia
$3.93M -$242K -4,505 -6%
SIA
309
Sit Investment Associates
Minnesota
$3.92M -$44.4K -770 -1%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$3.89M -$68.7K -1,192 -2%
BFG
311
Beacon Financial Group
Texas
$3.78M -$257K -4,461 -6%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$3.78M +$20.3K +352 +0.5%
PAG
313
Private Advisor Group
New Jersey
$3.75M +$174K +3,015 +5%
SAM
314
Synergy Asset Management
Washington
$3.74M -$2.65M -46,039 -42%
VWM
315
Valley Wealth Managers
New Jersey
$3.73M +$35.6K +618 +1%
AI
316
Atria Investments
North Carolina
$3.73M +$454K +7,877 +14%
FFA
317
First Foundation Advisors
California
$3.69M -$172K -2,993 -4%
MIM
318
Marco Investment Management
Georgia
$3.62M +$23.1K +401 +0.6%
MSU
319
Mizuho Securities USA
New York
$3.6M -$442K -7,671 -11%
KC
320
Kinloch Capital
Virginia
$3.58M +$72.5K +1,258 +2%
TC
321
Truvestments Capital
Florida
$3.56M +$80.7K +1,400 +2%
AM
322
AGF Management
Ontario, Canada
$3.55M +$341K +5,917 +11%
BFS
323
Bard Financial Services
Connecticut
$3.53M -$179K -3,105 -5%
WP
324
WealthPLAN Partners
Nebraska
$3.49M -$1.62M -28,192 -32%
SPC
325
Sigma Planning Corp
Michigan
$3.48M -$30K -521 -0.9%
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