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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 %
SHGA
1001
Sand Hill Global Advisors
California
$201K
WA
1002
Whipplewood Advisors
Colorado
$200K -$100K -1,738 -33%
OP
1003
ORG Partners
Indiana
$199K +$21K +362 +12%
NFSG
1004
Newbridge Financial Services Group
Florida
$188K +$41.5K +721 +28%
CA
1005
CoreCap Advisors
Michigan
$182K -$16.3K -282 -8%
AAG
1006
Armstrong Advisory Group
Massachusetts
$179K +$33.1K +574 +23%
TFA
1007
Toth Financial Advisory
Virginia
$179K
SA
1008
SRH Advisors
Kansas
$179K
AGWCA
1009
Annis Gardner Whiting Capital Advisors
Florida
$177K +$30.3K +526 +21%
CH
1010
Cromwell Holdings
Wyoming
$176K +$25.5K +443 +17%
RI
1011
Ridgewood Investments
New Jersey
$171K
SAM
1012
Smartleaf Asset Management
Massachusetts
$166K -$29.9K -525 -15%
CIAM
1013
Caitong International Asset Management
Hong Kong
$165K +$164K +2,841 +14,953%
CT
1014
Coastline Trust
Rhode Island
$159K
SSG
1015
Summit Securities Group
New York
$156K +$156K +2,708 New
PIM
1016
Plato Investment Management
Australia
$155K
T
1017
Tidemark
California
$155K -$10.3K -179 -6%
MSE
1018
MUFG Securities EMEA
United Kingdom
$154K +$154K +2,669 New
MA
1019
Montag & Associates
Georgia
$149K
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$144K +$3.57K +62 +3%
CMBA
1021
C.M. Bidwell & Associates
Hawaii
$141K +$864 +15 +0.6%
M
1022
MOTCO
Texas
$139K +$11.4K +203 +9%
CT
1023
Clearstead Trust
Maine
$138K +$138K +2,404 New
BF
1024
BOK Financial
Oklahoma
$130K -$222K -3,859 -63%
WTFG
1025
Wood Tarver Financial Group
Idaho
$128K