O icon

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 %
GT
651
Greenleaf Trust
Michigan
$683K +$43.7K +759 +7%
WAC
652
William Allan Corp
Colorado
$670K +$27.9K +485 +4%
AHL
653
Abel Hall LLC
Louisiana
$668K +$281K +4,877 +73%
Brown Advisory
654
Brown Advisory
Maryland
$667K +$15.4K +267 +2%
ANBT
655
American National Bank & Trust
Texas
$666K +$639K +11,100 +2,418%
CIC
656
Cornercap Investment Counsel
Georgia
$663K -$15.6K -271 -2%
KWA
657
Kingswood Wealth Advisors
California
$662K +$58 +1 +0%
PWG
658
Portside Wealth Group
Utah
$654K -$38.7K -672 -6%
SBH
659
Segall Bryant & Hamill
Illinois
$653K -$113K -1,967 -15%
SLWA
660
San Luis Wealth Advisors
California
$647K -$33.9K -589 -5%
FIA
661
Foundations Investment Advisors
Arizona
$647K +$111K +1,923 +21%
MCM
662
Magnolia Capital Management
New York
$635K
MFWP
663
Mosaic Family Wealth Partners
Missouri
$634K -$110K -1,912 -15%
SW
664
SlateStone Wealth
Florida
$633K
NS
665
NBC Securities
Alabama
$628K -$149K -2,590 -19%
CA
666
Crane Advisory
California
$627K +$24.1K +421 +4%
SB
667
Strategic Blueprint
Georgia
$623K +$623K +10,808 New
VT
668
Vise Technologies
New York
$622K +$622K +10,800 New
SI
669
Saxon Interests
Texas
$621K
ECM
670
Everence Capital Management
Indiana
$618K +$58.2K +1,010 +10%
CFB
671
Cullen/Frost Bankers
Texas
$617K -$2.82K -49 -0.5%
PA
672
Profund Advisors
Maryland
$614K -$44.5K -772 -7%
KTC
673
Kentucky Trust Company
Kentucky
$612K +$91K +1,580 +17%
OHWA
674
Oak Hill Wealth Advisors
Virginia
$607K +$16.8K +293 +3%
PAG
675
Powers Advisory Group
Illinois
$606K +$7.89K +137 +1%