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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 %
HPM
851
Hoxton Planning & Management
West Virginia
$312K +$174 +3 +0.1%
Luther King Capital Management (LKCM)
852
Luther King Capital Management (LKCM)
Texas
$311K -$20.9K -361 -6%
TA
853
TPG Advisors
Illinois
$310K +$928 +16 +0.3%
AGP
854
Aspire Growth Partners
Florida
$310K +$64.5K +1,137 +26%
SIA
855
SkyView Investment Advisors
New Jersey
$310K +$310K +5,348 New
PFA
856
Pure Financial Advisors
California
$309K +$17.8K +307 +6%
PSFG
857
Prairie Sky Financial Group
Illinois
$309K
OL
858
Optas LLC
Texas
$309K +$83.9K +1,447 +37%
CWP
859
Core Wealth Partners
California
$308K -$133K -2,300 -30%
LC
860
Lindbrook Capital
California
$308K +$167K +2,881 +119%
JFG
861
Jefferies Financial Group
New York
$308K +$308K +5,307 New
WI
862
Westbourne Investments
Virginia
$307K +$11.6K +200 +4%
SMWM
863
Silvia McColl Wealth Management
California
$307K +$307K +5,285 New
BFG
864
Berger Financial Group
Minnesota
$306K +$48.4K +835 +19%
PWP
865
Phillips Wealth Planners
Mississippi
$306K +$29K +525 +10%
ATC
866
Argent Trust Co
Tennessee
$304K +$1.97K +34 +0.7%
MFA
867
Mayflower Financial Advisors
Massachusetts
$304K -$14.8K -255 -5%
SFG
868
Sovereign Financial Group
Connecticut
$303K +$1.51K +26 +0.5%
MNBTD
869
Moody National Bank Trust Division
Texas
$303K +$50.6K +872 +20%
CCIA
870
Cherry Creek Investment Advisors
Colorado
$303K +$78.7K +1,356 +35%
AF
871
Advisornet Financial
Minnesota
$303K -$191K -3,286 -39%
A
872
AlphaQuest
New York
$303K +$303K +5,223 New
MW
873
Marcum Wealth
Ohio
$302K +$22.6K +390 +8%
IAIM
874
International Assets Investment Management
Florida
$300K -$2.49K -43 -0.8%
MAC
875
Mason & Associates (California)
California
$298K -$3.42K -59 -1%