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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 %
CGH
426
Crossmark Global Holdings
Texas
$2M -$52.8K -916 -3%
UB
427
UMB Bank
Missouri
$1.98M -$665K -11,547 -25%
BAMF
428
BI Asset Management Fondsmaeglerselskab
Denmark
$1.96M +$493K +8,563 +34%
WA
429
Waverly Advisors
Alabama
$1.95M +$328K +5,699 +20%
JCFM
430
JBR Co Financial Management
Oklahoma
$1.94M +$586K +10,180 +43%
CAS
431
Coppell Advisory Solutions
Texas
$1.93M -$4.56K -80 -0.2%
HPG
432
Harvest Portfolios Group
Ontario, Canada
$1.93M +$285K +4,942 +17%
PWS
433
Peterson Wealth Services
Utah
$1.93M +$62.5K +1,084 +3%
IIA
434
ICW Investment Advisors
Arizona
$1.93M +$38.1K +662 +2%
PCM
435
Parsons Capital Management
Rhode Island
$1.91M -$17.3K -300 -0.9%
MAM
436
Mystic Asset Management
Rhode Island
$1.9M +$61K +1,059 +3%
AWS
437
Atria Wealth Solutions
New York
$1.88M -$5.77M -100,095 -75%
GIA
438
Gladstone Institutional Advisory
Florida
$1.87M -$133K -2,314 -7%
RBA
439
Richard Bernstein Advisors
New York
$1.87M
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$1.87M +$582K +10,106 +45%
PCG
441
Prosperity Consulting Group
Maryland
$1.85M -$75.8K -1,316 -4%
SFS
442
Sowell Financial Services
Arkansas
$1.85M +$45.1K +783 +2%
SF
443
Summit Financial
New Jersey
$1.84M -$90.4K -1,569 -5%
MC
444
Machina Capital
France
$1.84M +$406K +7,044 +28%
VU
445
Vanderbilt University
Tennessee
$1.83M -$380K -6,595 -17%
WS
446
Wedbush Securities
California
$1.81M +$505K +8,756 +39%
RIM
447
Redwood Investment Management
Arizona
$1.8M -$152K -2,647 -8%
S
448
SignatureFD
Georgia
$1.8M +$115K +1,996 +7%
AA
449
Altman Advisors
Illinois
$1.8M +$45.7K +790 +3%
ITC
450
Inspire Trust Company
Nevada
$1.79M +$173K +3,000 +11%