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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 %
SG
876
StoneX Group
New York
$289K +$36.1K +626 +14%
CCA
877
Catalyst Capital Advisors
New York
$288K
WI
878
Westbourne Investments
Virginia
$287K -$18.4K -320 -6%
BLC
879
Brown, Lisle/Cummings
Rhode Island
$287K
MAWA
880
Moss Adams Wealth Advisors
Washington
$286K +$54.8K +952 +24%
OFS
881
OneAscent Financial Services
Alabama
$284K -$265K -4,573 -48%
MFIM
882
Mesirow Financial Investment Management
Illinois
$284K +$49K +850 +21%
MFA
883
Mayflower Financial Advisors
Massachusetts
$283K -$18.7K -324 -6%
AGP
884
Autumn Glory Partners
Texas
$282K
GLA
885
Great Lakes Advisors
Illinois
$282K +$29.3K +508 +12%
WMA
886
Wealth Management Associates
New Jersey
$282K +$11.5K +200 +4%
MPM
887
MBB Public Markets
Illinois
$281K -$61K -1,059 -18%
RFP
888
Root Financial Partners
California
$281K +$281K +4,877 New
Luther King Capital Management (LKCM)
889
Luther King Capital Management (LKCM)
Texas
$280K -$29.1K -505 -9%
TAM
890
Titleist Asset Management
Texas
$280K +$2.77K +48 +1%
SCM
891
Shelton Capital Management
Colorado
$279K -$5.24K -91 -2%
MWM
892
Mindset Wealth Management
Indiana
$278K +$28.7K +498 +12%
CWP
893
Core Wealth Partners
California
$277K -$28.7K -498 -9%
YWM
894
Yoder Wealth Management
California
$277K +$15.2K +264 +6%
CA
895
Callahan Advisors
Texas
$277K
WPC
896
Wedmont Private Capital
Pennsylvania
$276K +$683 +12 +0.2%
SFS
897
Stiles Financial Services
Minnesota
$275K +$1.21K +21 +0.4%
RIP
898
Reliant Investment Partners
North Carolina
$275K +$15K +261 +6%
CFG
899
Certior Financial Group
Pennsylvania
$273K +$3K +52 +1%
FA
900
Fiduciary Alliance
South Carolina
$272K +$272K +4,719 New