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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 %
HCM
1026
Hollencrest Capital Management
California
$128K +$15.7K +272 +14%
OL
1027
OneFund LLC
Florida
$126K +$126K +2,179 New
PWM
1028
Proathlete Wealth Management
Florida
$118K +$1.62K +28 +1%
CTC
1029
Central Trust Company
Missouri
$118K +$28.8K +500 +32%
FP
1030
Financial Perspectives
Minnesota
$116K
CTWM
1031
Cherry Tree Wealth Management
Minnesota
$114K
ITIM
1032
Indiana Trust & Investment Management
Indiana
$111K
C
1033
Covestor
United Kingdom
$108K -$37.9K -655 -26%
CFD
1034
Creative Financial Designs
Indiana
$106K +$10.2K +177 +11%
OIA
1035
Optimum Investment Advisors
Illinois
$104K
GBT
1036
Grove Bank & Trust
Florida
$104K +$173 +3 +0.2%
Bank Julius Baer & Co
1037
Bank Julius Baer & Co
Switzerland
$102K +$11.8K +205 +13%
LWANC
1038
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K +$98.3K +5,661 +5,661%
TWC
1039
TD Waterhouse Canada
Ontario, Canada
$99.7K -$103K -1,784 -51%
TCOT
1040
Trust Company of Toledo
Ohio
$99.1K +$99.1K +1,721 New
SIC
1041
Salem Investment Counselors
North Carolina
$98.6K -$8.07K -140 -8%
SWP
1042
Strategic Wealth Partners
Ohio
$97.9K +$97.9K +1,700 New
VCM
1043
Versant Capital Management
Arizona
$96.6K +$3.34K +58 +4%
AIM
1044
Anchor Investment Management
South Carolina
$96.5K +$173 +3 +0.2%
TFGT
1045
TS Financial Group (TSFG)
Illinois
$96K -$38.7K -670 -29%
MHR
1046
Matthew Hamilton Rosenberg
$95.3K +$18.7K +325 +24%
WPA
1047
Wealth Preservation Advisors
Tennessee
$94.5K -$27.1K -470 -22%
ETS
1048
ESL Trust Services
New York
$92.2K
CAL
1049
Capital Analysts LLC
Pennsylvania
$91K -$15.8K -275 -15%
CSB
1050
City State Bank
Iowa
$89.3K