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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 %
BA
301
Baugh & Associates
Georgia
$4.32M -$49K -882 -1%
WP
302
Woodline Partners
California
$4.29M +$1.25M +21,603 +41%
DWM
303
Dakota Wealth Management
Florida
$4.29M +$798K +13,764 +23%
OAM
304
Ostrum Asset Management
France
$4.28M +$995K +17,156 +30%
ICP
305
Ilex Capital Partners
United Kingdom
$4.26M +$4.26M +73,372 New
Nordea Investment Management
306
Nordea Investment Management
Sweden
$4.26M -$3.18K -55 -0.1%
WCM Investment Management
307
WCM Investment Management
California
$4.17M -$74K -1,307 -2%
HIP
308
Harrell Investment Partners
Texas
$4.13M +$257K +4,428 +7%
Verition Fund Management
309
Verition Fund Management
Connecticut
$4.08M +$4.08M +70,371 New
BFG
310
Beacon Financial Group
Texas
$4.07M -$259K -4,460 -6%
MSU
311
Mizuho Securities USA
New York
$4.07M -$747K -12,872 -16%
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$4.02M -$116K -2,000 -3%
Pacer Advisors
313
Pacer Advisors
Pennsylvania
$4.01M -$1.93M -33,214 -32%
BCFS
314
Butensky & Cohen Financial Security
Florida
$4M +$83.8K +1,444 +2%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$4M +$1.04M +17,985 +35%
SIA
316
Sit Investment Associates
Minnesota
$4M -$158K -2,725 -4%
Focus Partners Wealth
317
Focus Partners Wealth
Massachusetts
$3.99M +$226K +3,895 +6%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$3.92M +$223K +3,849 +6%
AssetMark Inc
319
AssetMark Inc
California
$3.9M +$188K +3,245 +5%
FFA
320
First Foundation Advisors
California
$3.89M -$30.6K -527 -0.8%
TI
321
Tidal Investments
Wisconsin
$3.8M +$1.23M +21,331 +48%
Baird Financial Group
322
Baird Financial Group
Wisconsin
$3.79M +$90K +1,552 +2%
AC
323
Allstate Corporation
Illinois
$3.76M +$461K +7,945 +14%
BFS
324
Bard Financial Services
Connecticut
$3.73M -$142K -2,440 -4%
VWM
325
Valley Wealth Managers
New Jersey
$3.72M +$142K +2,446 +4%