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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 %
HIMS
576
Hager Investment Management Services
New Hampshire
$965K +$199K +3,448 +26%
KMWM
577
Keudell/Morrison Wealth Management
Oregon
$965K +$72.1K +1,252 +8%
CW
578
Channel Wealth
California
$961K +$171K +2,966 +22%
CWM
579
Congress Wealth Management
Massachusetts
$959K -$26.9K -467 -3%
SIC
580
Sage Investment Counsel
Tennessee
$958K -$2.88K -50 -0.3%
RCM
581
RB Capital Management
Nevada
$956K +$10.8K +187 +1%
CCM
582
Chiron Capital Management
Florida
$953K -$28.8K -500 -3%
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$950K +$950K +16,496 New
NL
584
NWAM LLC
Washington
$945K -$67.8K -1,194 -7%
AG
585
AIA Group
Hong Kong
$938K -$184K -3,199 -16%
CFP
586
Cascade Financial Partners
California
$932K +$140K +2,431 +18%
FCM
587
Fourpath Capital Management
Oklahoma
$924K +$70.3K +1,220 +8%
AFP
588
Ausdal Financial Partners
Iowa
$920K -$44K -764 -5%
RPCONE
589
Retirement Planning Company of New England
Rhode Island
$914K -$16.3K -283 -2%
SI
590
Stephens Inc
Arkansas
$913K +$12.3K +214 +1%
SW
591
SteelPeak Wealth
California
$909K +$909K +15,772 New
GFM
592
GF Fund Management
China
$906K -$48.8K -847 -5%
AA
593
Armis Advisers
Georgia
$905K +$170K +2,968 +23%
BP
594
Ballentine Partners
Massachusetts
$896K +$145K +2,512 +19%
AFM
595
Armstrong Fleming & Moore
District of Columbia
$896K +$896K +15,546 New
GWMIA
596
Global Wealth Management Investment Advisory
Florida
$890K +$115K +2,001 +15%
HSA
597
HBK Sorce Advisory
Pennsylvania
$886K +$88.4K +1,534 +11%
SW
598
SVB Wealth
Massachusetts
$877K +$877K +15,231 New
PIWA
599
Prevail Innovative Wealth Advisors
Kansas
$867K +$171K +2,967 +25%
KCM
600
Kornitzer Capital Management
Kansas
$866K +$866K +15,040 New