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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 %
HPC
1026
HM Payson & Co
Maine
$130K +$82.6K +1,424 +175%
WTFG
1027
Wood Tarver Financial Group
Idaho
$130K -$5.34K -92 -4%
MSG
1028
Main Street Group
Virginia
$129K +$100K +1,731 +346%
AG
1029
AmeriFlex Group
Nevada
$127K +$102K +1,752 +395%
WPA
1030
Wealth Preservation Advisors
Tennessee
$122K +$122K +2,110 New
PWM
1031
Proathlete Wealth Management
Florida
$117K +$117K +2,020 New
FP
1032
Financial Perspectives
Minnesota
$117K
BCWM
1033
Bartlett & Co Wealth Management
Ohio
$116K -$55.5K -956 -32%
CTWM
1034
Cherry Tree Wealth Management
Minnesota
$115K
HCM
1035
Hollencrest Capital Management
California
$113K
FFO
1036
Fortitude Family Office
Arizona
$112K -$31.4K -541 -22%
ITIM
1037
Indiana Trust & Investment Management
Indiana
$112K
SIC
1038
Salem Investment Counselors
North Carolina
$107K +$9.92K +171 +10%
CAL
1039
Capital Analysts LLC
Pennsylvania
$107K +$17K +294 +19%
OIA
1040
Optimum Investment Advisors
Illinois
$104K
GBT
1041
Grove Bank & Trust
Florida
$104K +$27.3K +471 +36%
Bank Julius Baer & Co
1042
Bank Julius Baer & Co
Switzerland
$103K -$2.49K -38 -2%
QC
1043
Quent Capital
New York
$103K +$2.61K +45 +3%
HCP
1044
Hexagon Capital Partners
Arkansas
$101K -$16.7K -288 -14%
AIM
1045
Anchor Investment Management
South Carolina
$97K -$3.77K -65 -4%
CFD
1046
Creative Financial Designs
Indiana
$96.1K -$12.2K -210 -11%
KWM
1047
Kiker Wealth Management
Georgia
$95.6K +$95.6K +1,649 New
VCM
1048
Versant Capital Management
Arizona
$93.9K +$406 +7 +0.4%
ETS
1049
ESL Trust Services
New York
$92.8K
GJIA
1050
Glass Jacobson Investment Advisors
Maryland
$92.6K