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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 %
SAM
1001
Smartleaf Asset Management
Massachusetts
$194K +$23.6K +417 +14%
Kayne Anderson Rudnick Investment Management
1002
Kayne Anderson Rudnick Investment Management
California
$192K -$2.84K -49 -1%
KIM
1003
Kestra Investment Management
Texas
$192K +$168K +2,893 +704%
AA
1004
Ancora Advisors
Ohio
$192K -$21.1K -364 -10%
PWAM
1005
Private Wealth Asset Management
Iowa
$187K +$187K +3,227 New
MGP
1006
M&G plc
United Kingdom
$183K -$171K -2,942 -48%
SA
1007
SRH Advisors
Kansas
$180K
TFA
1008
Toth Financial Advisory
Virginia
$180K +$1.68K +29 +0.9%
BC
1009
Bayforest Capital
United Kingdom
$176K +$8.64K +149 +5%
RI
1010
Ridgewood Investments
New Jersey
$172K
YDMI
1011
Y.D. More Investments
Israel
$168K +$22.7K +391 +16%
T
1012
Tidemark
California
$166K -$928 -16 -0.6%
CT
1013
Coastline Trust
Rhode Island
$160K
PIM
1014
Plato Investment Management
Australia
$159K
TWC
1015
TD Waterhouse Canada
Ontario, Canada
$153K +$60.7K +1,388 +65%
CH
1016
Cromwell Holdings
Wyoming
$151K +$2.55K +44 +2%
MA
1017
Montag & Associates
Georgia
$150K
AGWCA
1018
Annis Gardner Whiting Capital Advisors
Florida
$148K +$66.1K +1,140 +81%
NFSG
1019
Newbridge Financial Services Group
Florida
$148K -$380K -6,559 -72%
C
1020
Covestor
United Kingdom
$146K +$24.7K +427 +20%
CMBA
1021
C.M. Bidwell & Associates
Hawaii
$141K +$1.16K +20 +0.8%
PFBT
1022
Parkside Financial Bank & Trust
Missouri
$141K +$16.5K +285 +13%
AAG
1023
Armstrong Advisory Group
Massachusetts
$135K
TFGT
1024
TS Financial Group (TSFG)
Illinois
$135K +$46.2K +797 +52%
M
1025
MOTCO
Texas
$132K +$1.62K +28 +1%