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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 %
ETC
326
Exchange Traded Concepts
Oklahoma
$3.44M +$269K +4,668 +8%
TPCW
327
TD Private Client Wealth
New York
$3.41M +$369K +6,410 +12%
QCM
328
QRG Capital Management
Illinois
$3.34M +$444K +7,713 +15%
BL
329
BFSG LLC
California
$3.33M +$82.7K +1,435 +3%
CW
330
CreativeOne Wealth
Kansas
$3.32M +$453K +7,856 +16%
TI
331
Tidal Investments
Wisconsin
$3.32M -$449K -7,831 -12%
Envestnet Portfolio Solutions
332
Envestnet Portfolio Solutions
Illinois
$3.3M +$124K +2,160 +4%
CS
333
Candriam SCA
Luxembourg
$3.28M -$1.64M -28,468 -33%
Verition Fund Management
334
Verition Fund Management
Connecticut
$3.27M -$786K -13,651 -19%
GIM
335
Gold Investment Management
Alberta, Canada
$3.26M -$361K -6,253 -10%
NW
336
Naviter Wealth
Arkansas
$3.25M +$114K +1,973 +4%
AP
337
Advisors Preferred
Maryland
$3.24M +$3.24M +56,093 New
KRS
338
Kentucky Retirement Systems
Kentucky
$3.22M -$211K -3,660 -6%
PL
339
Perpetual Ltd
Australia
$3.2M -$114K -1,980 -3%
NEAM
340
New England Asset Management
Connecticut
$3.19M +$16.4K +285 +0.5%
HCMT
341
Highland Capital Management (Tennessee)
Tennessee
$3.19M -$1.15K -20 -0%
KCM
342
Kempner Capital Management
Texas
$3.16M – – –
EWA
343
EP Wealth Advisors
California
$3.15M +$388K +6,735 +14%
PS
344
Presima Securities
Quebec, Canada
$3.15M +$66.4K +1,153 +2%
BPA
345
Beacon Pointe Advisors
California
$3.14M +$312K +5,416 +11%
HIMCH
346
Hartford Investment Management Co (HIMCO)
Connecticut
$3.14M +$61.4K +1,065 +2%
SEP
347
Southland Equity Partners
Missouri
$3.14M +$7.6K +132 +0.2%
ACIM
348
Azimuth Capital Investment Management
Michigan
$3.13M +$156K +2,710 +5%
IMPI
349
Ilmarinen Mutual Pension Insurance
Finland
$3.11M – – –
MCA
350
MSH Capital Advisors
Arizona
$3.1M +$456K +7,911 +17%
12 13
14
15 16