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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 %
AC
801
AlphaCore Capital
California
$369K +$5.92K +102 +2%
LAM
802
Lummis Asset Management
Texas
$366K +$67K +1,155 +22%
NG
803
Norden Group
Utah
$363K -$75.9K -1,308 -17%
RB
804
Rodgers Brothers
Pennsylvania
$363K
EWA
805
EverSource Wealth Advisors
Alabama
$362K +$64.9K +1,119 +22%
SQA
806
Simon Quick Advisors
New Jersey
$356K +$126K +2,173 +55%
CFFP
807
Center for Financial Planning
Michigan
$356K +$49.2K +848 +16%
WAM
808
Walker Asset Management
Missouri
$356K +$5.11K +88 +1%
BF
809
BOK Financial
Oklahoma
$355K -$291K -5,011 -45%
MYIA
810
Mount Yale Investment Advisors
Colorado
$354K -$1.39K -24 -0.4%
NAMNJ
811
NorthStar Asset Management (New Jersey)
New Jersey
$352K +$35K +603 +11%
TWA
812
Trace Wealth Advisors
California
$348K
CBTWT
813
Community Bank & Trust (Waco, Texas)
Texas
$348K -$80.8K -1,393 -19%
SAM
814
Shell Asset Management
Netherlands
$347K -$13.8K -238 -4%
ES
815
ETF Store
Kansas
$345K +$33.8K +583 +11%
MPM
816
MBB Public Markets
Illinois
$345K +$345K +5,940 New
PIA
817
Panoramic Investment Advisors
Colorado
$344K -$8.76K -151 -2%
CFA
818
Cahill Financial Advisors
Minnesota
$344K +$107K +1,843 +45%
BJL
819
Brighton Jones LLC
Washington
$344K -$10.2K -176 -3%
LWL
820
Leo Wealth LLC
Texas
$343K +$31.8K +548 +10%
CMMS
821
Comprehensive Money Management Services
Florida
$342K -$5.8K -100 -2%
GSWA
822
Good Steward Wealth Advisors
Tennessee
$342K +$342K +5,894 New
CSC
823
Caldwell Sutter Capital
California
$342K -$26.2K -451 -7%
SHFA
824
SS&H Financial Advisors
Michigan
$341K +$638 +11 +0.2%
FAIM
825
Financial Advocates Investment Management
Washington
$340K -$103K -1,777 -23%