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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
16.82%
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
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 %
VCP
626
Verus Capital Partners
Arizona
$789K +$115K +1,990 +17%
SS
627
Sunbelt Securities
Texas
$783K +$248K +4,645 +46%
MIM
628
Moseley Investment Management
Florida
$781K +$10.1K +175 +1%
TG
629
TCW Group
California
$778K +$34.2K +593 +5%
JWM
630
Jeppson Wealth Management
California
$775K +$108K +1,875 +16%
PP
631
Pacifica Partners
Canada
$773K +$16.4K +287 +2%
FFN
632
Focus Financial Network
Minnesota
$773K +$159K +2,766 +26%
PA
633
PFW Advisors
Georgia
$763K -$20.2K -351 -3%
SOS
634
Silver Oak Securities
Tennessee
$759K +$27K +468 +4%
PP
635
Patron Partners
Texas
$754K +$44.5K +773 +6%
GXJ
636
Global X Japan
Japan
$752K -$20K -347 -3%
SFP
637
Sterling Financial Planning
New Jersey
$736K +$979 +17 +0.1%
PWMG
638
Prestige Wealth Management Group
New Jersey
$734K -$15.8K -274 -2%
EAM
639
Erste Asset Management
Austria
$725K +$725K +12,710 New
NFG
640
Nations Financial Group
Iowa
$719K +$92.4K +1,604 +15%
GWMR
641
GC Wealth Management RIA
Massachusetts
$712K +$259K +4,495 +57%
IWA
642
Icon Wealth Advisors
Texas
$706K -$548K -9,511 -44%
TPBG
643
Turning Point Benefit Group
Maryland
$697K +$59.7K +1,037 +9%
MMPW
644
Mitchell McLeod Pugh & Williams
Alabama
$693K
GAM
645
Generali Asset Management
Italy
$692K
RBI
646
Raiffeisen Bank International
Austria
$691K -$31K -543 -4%
SGI
647
Summit Global Investments
Utah
$690K -$7.2K -125 -1%
DFG
648
Demars Financial Group
Washington
$684K -$36.9M -640,792 -98%
RBC
649
Romano Brothers & Co
Illinois
$684K +$43.2K +749 +7%
BAM
650
Beaumont Asset Management
Texas
$683K +$220K +3,821 +48%