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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 %
SIP
826
Stoneridge Investment Partners
Pennsylvania
$332K -$883K -15,346 -73%
SHFA
827
SS&H Financial Advisors
Michigan
$332K -$6.8K -118 -2%
RC
828
Rexford Capital
Texas
$332K +$332K +5,759 New
CMMS
829
Comprehensive Money Management Services
Florida
$331K -$8.35K -145 -2%
KA
830
Kovack Advisors
Florida
$331K +$102K +1,776 +45%
WAM
831
Wolverine Asset Management
Illinois
$329K
HI
832
Hendershot Investments
Virginia
$327K
DCM
833
Dudley Capital Management
Virginia
$326K -$2.42K -42 -0.7%
PIA
834
Panoramic Investment Advisors
Colorado
$325K -$17K -295 -5%
VW
835
Vance Wealth
California
$324K
BRWA
836
B. Riley Wealth Advisors
Florida
$324K +$324K +5,622 New
FMWA
837
Forvis Mazars Wealth Advisors
Missouri
$323K +$12.4K +215 +4%
HPM
838
Hoxton Planning & Management
West Virginia
$322K +$12.2K +211 +4%
WC
839
Whitney & Co
New York
$320K
VWA
840
Visionary Wealth Advisors
Illinois
$319K +$26.8K +465 +9%
PWP
841
Phillips Wealth Planners
Mississippi
$318K -$57 -1 -0%
CB
842
Cadence Bank
Mississippi
$318K -$3.63K -63 -1%
PFA
843
Pure Financial Advisors
California
$318K +$10.7K +185 +3%
ESB
844
Essex Savings Bank
Connecticut
$318K -$177K -3,073 -36%
CSI
845
Cross Staff Investments
New York
$317K
ATC
846
Argent Trust Co
Tennessee
$317K +$14.8K +257 +5%
SWM
847
Silverlake Wealth Management
Vermont
$316K +$20.5K +355 +7%
1WA
848
180 Wealth Advisors
Washington
$315K -$8.64K -150 -3%
ACGA
849
Atlanta Consulting Group Advisors
Georgia
$315K -$8.47K -147 -3%
CCG
850
Coastwise Capital Group
California
$314K -$9.28K -161 -3%