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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
16.83%
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 %
IWC
401
Integrated Wealth Concepts
Massachusetts
$2.29M -$113K -1,957 -5%
OFS
402
OMC Financial Services
New York
$2.29M -$13.8K -240 -0.6%
AWA
403
Arkadios Wealth Advisors
Georgia
$2.27M -$114K -1,974 -5%
VCA
404
Verdence Capital Advisors
Maryland
$2.24M +$929K +16,129 +71%
ALMGDA
405
AG2R La Mondiale Gestion d'Actifs
France
$2.24M +$185K +3,216 +9%
BMCM
406
Burns Matteson Capital Management
New York
$2.24M +$5.66K +110 +0.3%
BAM
407
Belpointe Asset Management
Nevada
$2.23M +$110K +1,909 +5%
SP
408
Stonebrook Private
Michigan
$2.22M +$82.9K +1,439 +4%
WANY
409
Wealthspire Advisors (New York)
New York
$2.19M +$107K +1,860 +5%
LWM
410
LongView Wealth Management
Georgia
$2.18M +$73.3K +1,272 +3%
AWAU
411
Alliance Wealth Advisors (Utah)
Utah
$2.17M +$47.6K +827 +2%
API
412
Asset Planning Inc
California
$2.16M +$24.3K +421 +1%
CTA
413
Colonial Trust Advisors
South Carolina
$2.16M +$25.8K +447 +1%
GM
414
GeoWealth Management
Illinois
$2.13M +$408K +7,088 +24%
BMWM
415
Brown Miller Wealth Management
Virginia
$2.13M +$116K +2,022 +6%
MFG
416
Merit Financial Group
Georgia
$2.1M +$821K +14,252 +64%
BCP
417
Blackhawk Capital Partners
Wisconsin
$2.1M +$39.2K +681 +2%
EH
418
Equitable Holdings
New York
$2.09M +$273K +4,735 +15%
TSMHT
419
Thurston Springer Miller Herd & Titak
Indiana
$2.07M +$318K +5,519 +18%
IP
420
Ignite Planners
California
$2.07M -$33.9K -600 -2%
XT
421
XTX Topco
Cayman Islands
$2.06M -$948K -16,458 -31%
SNBOSCI
422
Security National Bank of Sioux City Iowa
Iowa
$2.06M +$4.03K +70 +0.2%
FB
423
Fulton Bank
Pennsylvania
$2.06M +$284K +4,927 +16%
DILIC
424
Dai-ichi Life Insurance Company
Japan
$2.05M +$378K +6,567 +23%
SWP
425
Sagespring Wealth Partners
Tennessee
$2.05M +$166K +2,886 +9%