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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 %
MWM
926
Mindset Wealth Management
Indiana
$251K +$251K +4,321 New
BI
927
Bolthouse Investments
California
$250K +$250K +4,317 New
CPA
928
Court Place Advisors
Maryland
$249K -$22.6K -390 -8%
PP
929
PDS Planning
Ohio
$248K +$248K +4,269 New
Los Angeles Capital Management
930
Los Angeles Capital Management
California
$245K
PA
931
PFG Advisors
Arizona
$244K +$244K +4,203 New
CAM
932
Campion Asset Management
Virginia
$244K -$61.2K -1,055 -20%
LA
933
LexAurum Advisors
Kansas
$243K +$1.62K +28 +0.7%
GC
934
Grimes & Company
Massachusetts
$242K -$101K -1,738 -29%
S
935
Sunpointe
Missouri
$242K +$242K +4,166 New
HA
936
Helium Advisors
Washington
$241K +$5.8K +100 +2%
PF
937
Prosperitas Financial
California
$240K +$11K +190 +5%
ALA
938
Atlas Legacy Advisors
California
$240K -$63.7K -1,098 -21%
AG
939
Ascent Group
Virginia
$240K +$240K +4,130 New
EWM
940
Empirical Wealth Management
Washington
$239K -$706K -12,167 -75%
AA
941
Alta Advisers
United Kingdom
$239K +$239K +4,124 New
PCM
942
Pointe Capital Management
Michigan
$237K
SWA
943
SFMG Wealth Advisors
Texas
$237K +$237K +4,083 New
MFIM
944
Mesirow Financial Investment Management
Illinois
$236K -$16.8K -289 -7%
CS
945
Crescent Sterling
Louisiana
$236K +$1.51K +26 +0.6%
BMM
946
Buffington Mohr McNeal
Idaho
$235K
MAWA
947
Moss Adams Wealth Advisors
Washington
$233K +$233K +4,012 New
FBB
948
Fulton Breakefield Broenniman
Maryland
$232K
DWT
949
Dorsey & Whitney Trust
South Dakota
$232K -$90.9K -1,567 -28%
SMC
950
Smith, Moore & Co
Missouri
$231K -$26K -448 -10%