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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 %
JCM
926
Jacobsen Capital Management
Utah
$251K +$2.19K +38 +0.9%
MNBTD
927
Moody National Bank Trust Division
Texas
$251K -$50.2K -872 -17%
DWP
928
Daymark Wealth Partners
Ohio
$250K +$250K +4,343 New
Los Angeles Capital Management
929
Los Angeles Capital Management
California
$250K +$6.8K +118 +3%
CS
930
Crescent Sterling
Louisiana
$250K +$16K +277 +7%
BI
931
Bolthouse Investments
California
$249K
CPA
932
Court Place Advisors
Maryland
$248K +$576 +10 +0.2%
GC
933
Grimes & Company
Massachusetts
$248K +$7.2K +125 +3%
AFW
934
Atlantic Family Wealth
Florida
$247K +$247K +4,280 New
TFIPS
935
Towarzystwo Funduszy Inwestycyjnych PZU SA
$246K +$18.4K +320 +8%
Fisher Asset Management
936
Fisher Asset Management
Washington
$244K -$78.6K -1,365 -24%
AA
937
Advisory Alpha
Michigan
$243K -$7.15K -124 -3%
CAM
938
Campion Asset Management
Virginia
$242K
QWP
939
Quotient Wealth Partners
Texas
$242K +$242K +4,192 New
HIC
940
Holderness Investments Company
North Carolina
$239K -$18.7K -325 -7%
CTC
941
Cetera Trust Company
Minnesota
$238K +$12.1K +210 +5%
AA
942
Alta Advisers
United Kingdom
$238K
SWA
943
SFMG Wealth Advisors
Texas
$237K +$1.67K +29 +0.7%
PCM
944
Pointe Capital Management
Michigan
$236K
GWANC
945
Guardian Wealth Advisors (North Carolina)
North Carolina
$236K +$236K +4,088 New
RCA
946
Resonant Capital Advisors
Wisconsin
$233K +$233K +4,049 New
SWGC
947
Summit Wealth Group (Colorado)
Colorado
$233K +$233K +4,037 New
LGW
948
Leslie Global Wealth
Illinois
$232K -$2.32M -40,274 -91%
RMP
949
Richards, Merrill & Peterson
Washington
$231K +$8.07K +140 +4%
NJIM
950
Nabity-Jensen Investment Management
Nebraska
$231K +$231K +4,006 New