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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 %
VHAM
601
Van Hulzen Asset Management
California
$889K -$5.51K -95 -0.6%
CIA
602
Compass Ion Advisors
Pennsylvania
$885K -$12.4K -213 -1%
GSEP
603
Golden State Equity Partners
California
$873K -$457K -7,873 -34%
BCM
604
BluePath Capital Management
Georgia
$872K +$120K +2,069 +16%
FNT
605
First National Trust
Pennsylvania
$871K -$8.7K -150 -1%
FCM
606
Fourpath Capital Management
Oklahoma
$860K -$2.2K -38 -0.3%
LFA
607
Legacy Financial Advisors
Kentucky
$854K +$20.9K +361 +3%
LMKC
608
L.M. Kohn & Company
Ohio
$847K +$1.57K +27 +0.2%
AWM
609
AE Wealth Management
Kansas
$846K +$110K +1,888 +15%
HIA
610
Harbor Investment Advisory
Maryland
$839K
TA
611
TFG Advisers
Michigan
$838K +$18.5K +319 +2%
ICA
612
Infrastructure Capital Advisors
New York
$836K +$53.7K +930 +7%
SW
613
SMART Wealth
Nebraska
$836K +$36.8K +634 +5%
PWM
614
Perigon Wealth Management
California
$830K -$39.7K -685 -5%
GS
615
GWN Securities
Florida
$828K +$324K +5,833 +65%
CSIC
616
Clifford Swan Investment Counsel
California
$827K -$60.9K -1,050 -7%
SFI
617
Siemens Fonds Invest
Germany
$827K +$42.3K +730 +5%
DWM
618
Denver Wealth Management
Colorado
$826K +$8.64K +149 +1%
PP
619
Prudential plc
United Kingdom
$818K -$488K -8,415 -37%
CCA
620
Checchi Capital Advisers
California
$812K +$168K +2,900 +26%
OCBCO
621
Oversea-Chinese Banking Corp (OCBC)
Singapore
$810K -$2.03K -35 -0.3%
HSA
622
HBK Sorce Advisory
Pennsylvania
$803K +$69.3K +1,194 +9%
CFP
623
Cascade Financial Partners
California
$797K +$458K +7,898 +135%
CW
624
Channel Wealth
California
$796K +$414K +7,142 +109%
JF
625
Jump Financial
Illinois
$790K +$790K +13,614 New