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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 %
MWM
851
Meridian Wealth Management
Kentucky
$314K -$7.89K -137 -2%
MK
852
MASTERINVEST Kapitalanlage
$313K +$313K +5,437 New
RDWM
853
Red Door Wealth Management
Tennessee
$312K +$58 +1 +0%
VCM
854
Vivaldi Capital Management
Illinois
$312K +$50K +868 +19%
GS
855
GWN Securities
Florida
$312K -$548K -9,486 -64%
Koshinski Asset Management
856
Koshinski Asset Management
Illinois
$311K +$103K +1,787 +49%
BA
857
Bridgewater Advisors
New York
$309K +$52.3K +911 +20%
TA
858
TPG Advisors
Illinois
$309K +$922 +16 +0.3%
JSW
859
Journey Strategic Wealth
New Jersey
$309K +$309K +5,356 New
PP
860
PDS Planning
Ohio
$309K +$62.6K +1,086 +25%
AB
861
ANB Bank
Colorado
$308K +$308K +5,348 New
PSFG
862
Prairie Sky Financial Group
Illinois
$307K
BIG
863
Brooklyn Investment Group
New York
$306K +$77.8K +1,350 +34%
AF
864
Advisornet Financial
Minnesota
$306K +$5.19K +90 +2%
SWM
865
SeaCrest Wealth Management
New York
$306K -$30.8K -535 -9%
SAM
866
Strategy Asset Managers
California
$306K -$86.1K -1,494 -22%
SFG
867
Sovereign Financial Group
Connecticut
$305K +$3.46K +60 +1%
WPA
868
West Paces Advisors
Georgia
$304K -$129K -2,239 -30%
BFG
869
Berger Financial Group
Minnesota
$303K -$1.38K -24 -0.5%
LAM
870
Lummis Asset Management
Texas
$301K -$62.2K -1,081 -17%
MAC
871
Mason & Associates (California)
California
$296K
SMWM
872
Silvia McColl Wealth Management
California
$296K -$8.64K -150 -3%
PA
873
PFG Advisors
Arizona
$296K +$53.6K +930 +22%
LF
874
Lantz Financial
Illinois
$294K +$34.4K +597 +13%
WTC
875
WhitTier Trust Company
Nevada
$292K