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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 %
BA
976
Bridgewater Associates
Connecticut
$214K +$214K +3,687 New
Walleye Capital
977
Walleye Capital
New York
$212K -$1.6M -27,660 -88%
BWP
978
Balboa Wealth Partners
Arizona
$212K +$212K +3,654 New
LA
979
LPF Advisors
Florida
$212K +$212K +3,650 New
MWM
980
Mattern Wealth Management
Kansas
$212K +$212K +3,650 New
DDC
981
DF Dent & Co
Maryland
$211K +$211K +3,635 New
SFSG
982
Sound Financial Strategies Group
Mississippi
$210K -$676K -11,651 -76%
Koshinski Asset Management
983
Koshinski Asset Management
Illinois
$210K +$210K +3,619 New
FMI
984
F/M Investments
District of Columbia
$210K -$1.42M -24,549 -87%
ML
985
McAdam LLC
Pennsylvania
$209K +$209K +3,611 New
JIC
986
Johnson Investment Counsel
Ohio
$208K +$208K +3,581 New
WIM
987
Westside Investment Management
California
$208K
P
988
Pitcairn
Pennsylvania
$206K -$13.5K -233 -6%
NWM
989
Northcape Wealth Management
New York
$205K +$205K +3,541 New
CC
990
Callan Capital
California
$204K +$204K +3,520 New
CP
991
Camelot Portfolios
Ohio
$203K +$203K +3,503 New
CIS
992
Connors Investor Services
Pennsylvania
$203K +$203K +3,495 New
SHGA
993
Sand Hill Global Advisors
California
$202K +$202K +3,482 New
SIMG
994
Sonora Investment Management Group
Arizona
$201K +$201K +3,469 New
LCM
995
Lazari Capital Management
California
$201K +$201K +3,462 New
SCP
996
Sivia Capital Partners
California
$201K +$201K +3,459 New
TCA
997
Transcend Capital Advisors
New Jersey
$201K +$201K +3,457 New
FCI
998
Financial Counselors Inc
Kansas
$200K -$129K -2,217 -39%
CA
999
CoreCap Advisors
Michigan
$199K -$1.76M -30,371 -90%
Lazard Asset Management
1000
Lazard Asset Management
New York
$196K -$136K -2,362 -41%