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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 %
COCM
901
Charter Oak Capital Management
New Hampshire
$268K +$3.36K +58 +1%
WPC
902
Wedmont Private Capital
Pennsylvania
$267K +$27.8K +503 +12%
CI
903
CX Institutional
Indiana
$265K +$265K +4,566 New
FIM
904
Freedom Investment Management
Connecticut
$265K -$139K -2,392 -34%
PFP
905
Pinnacle Financial Partners
Tennessee
$264K +$262K +4,518 +10,040%
YWM
906
Yoder Wealth Management
California
$264K +$1.28K +22 +0.5%
AC
907
Avestar Capital
New York
$264K -$27.1K -467 -9%
VCM
908
Vivaldi Capital Management
Illinois
$264K +$50.3K +867 +24%
RIP
909
Reliant Investment Partners
North Carolina
$262K +$20.2K +349 +8%
LF
910
Lantz Financial
Illinois
$261K +$19K +327 +8%
HIC
911
Holderness Investments Company
North Carolina
$260K -$5.57K -96 -2%
NAS
912
NWF Advisory Services
California
$260K +$260K +4,476 New
SWM
913
Spire Wealth Management
Virginia
$260K +$27.6K +476 +12%
PSCM
914
Per Stirling Capital Management
Texas
$259K +$259K +4,472 New
ST
915
Somerset Trust
Pennsylvania
$259K +$259K +4,460 New
BHPW
916
Beverly Hills Private Wealth
California
$258K -$2.61K -45 -1%
BA
917
Bridgewater Advisors
New York
$257K +$257K +4,483 New
PBF
918
Petix & Botte Financial
California
$257K
TCM
919
Traynor Capital Management
Pennsylvania
$256K +$16.1K +277 +7%
SG
920
StoneX Group
New York
$255K +$255K +4,397 New
WWM
921
Western Wealth Management
Colorado
$255K +$32.1K +553 +14%
GLA
922
Great Lakes Advisors
Illinois
$254K -$1.39M -23,976 -85%
MWM
923
Modera Wealth Management
New Jersey
$254K -$30.3K -522 -11%
AA
924
Advisory Alpha
Michigan
$252K +$6.09K +105 +2%
JCM
925
Jacobsen Capital Management
Utah
$251K +$15.7K +270 +7%