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 %
SC
676
Summa Corp
Texas
$605K -$43.2K -750 -7%
VAS
677
Vestmark Advisory Solutions
Massachusetts
$605K -$1.07M -18,522 -64%
PTC
678
Private Trust Company
Ohio
$603K +$6.11K +106 +1%
TFO
679
Tarbox Family Office
California
$602K -$31.4K -545 -5%
KSWWM
680
Keyes Stange & Wooten Wealth Management
Florida
$601K +$6.28K +109 +1%
HTIM
681
Harbour Trust & Investment Management
Indiana
$600K +$2.02K +35 +0.3%
HWA
682
HHM Wealth Advisors
Tennessee
$598K -$15.8K -275 -3%
CPCPP
683
Canada Post Corporation Pension Plan
Canada
$595K +$595K +10,321 New
TC
684
TownSquare Capital
Utah
$595K -$5.34M -92,771 -90%
ACA
685
Aptus Capital Advisors
Alabama
$586K +$88K +1,528 +18%
GEA
686
Glen Eagle Advisors
New Jersey
$579K -$62.2K -1,079 -10%
WBC
687
Westpac Banking Corp
Australia
$577K -$108K -1,877 -16%
FLI
688
Family Legacy Inc
South Carolina
$575K -$288 -5 -0.1%
ABC
689
Associated Banc-Corp
Wisconsin
$575K -$16K -277 -3%
IB
690
Intrust Bank
Kansas
$573K +$42.4K +736 +8%
MLA
691
My Legacy Advisors
Oregon
$572K -$52.6K -924 -8%
KFGK
692
Keystone Financial Group (Kentucky)
Kentucky
$571K +$67.4K +1,170 +13%
PWP
693
Principle Wealth Partners
Connecticut
$569K +$2.07K +36 +0.4%
FCA
694
FLC Capital Advisors
California
$565K +$148K +2,571 +35%
B
695
Bailard
California
$564K -$1.1K -19 -0.2%
NRI
696
NFP Retirement Inc
California
$563K -$22.8K -395 -4%
BWM
697
Buckley Wealth Management
Nevada
$558K -$17.6K -306 -3%
BBA
698
Baader Bank Aktiengesellschaft
Germany
$555K +$327K +9,183 +143%
MGIA
699
Moneta Group Investment Advisors
Missouri
$554K +$7.55K +131 +1%
LSIA
700
LaSalle St. Investment Advisors
Illinois
$544K -$35.2K -611 -6%