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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
16.83%
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 %
PWAM
1101
Private Wealth Asset Management
Iowa
$45.1K -$141K -2,443 -76%
Lazard Asset Management
1102
Lazard Asset Management
New York
$45K -$148K -2,607 -77%
WT
1103
Whittier Trust
California
$43.9K
DJSG
1104
D.J. St. Germain
Massachusetts
$43.6K +$32.9K +572 +309%
RF
1105
Rossby Financial
Florida
$43.5K +$43.5K +755 New
MAM
1106
Meeder Asset Management
Ohio
$43.4K +$25.7K +446 +145%
VWA
1107
VSM Wealth Advisory
Maryland
$43.4K +$43.4K +753 New
FFO
1108
Fortitude Family Office
Arizona
$43.3K -$68.3K -1,185 -61%
1IA
1109
1620 Investment Advisors
Massachusetts
$41.5K
OCM
1110
Orion Capital Management
California
$40.3K
FWA
1111
Flagship Wealth Advisors
Massachusetts
$39.9K +$31.3K +543 +362%
PWMG
1112
Private Wealth Management Group
New Jersey
$39.9K +$1.04K +18 +3%
BTD
1113
BankPlus Trust Department
Mississippi
$39.4K
QT
1114
Quantbot Technologies
New York
$38.7K -$37.7K -655 -49%
1L
1115
10Elms LLP
Oklahoma
$38.4K
LWCFA
1116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.4K
HRC
1117
Hoertkorn Richard Charles
$38.4K
FDW
1118
Fourth Dimension Wealth
Ohio
$36.9K
MEG
1119
Millstone Evans Group
Colorado
$36.8K
HNB
1120
Hilltop National Bank
Wyoming
$36.4K +$36.4K +631 New
CCMW
1121
Cypress Capital Management (Wyoming)
Wyoming
$35.1K
MCM
1122
MV Capital Management
Maryland
$35K +$1.79K +31 +5%
PWA
1123
Physician Wealth Advisors
Utah
$35K -$21.3K -369 -38%
JWA
1124
JFS Wealth Advisors
Pennsylvania
$34.2K -$346 -6 -1%
GKIM
1125
GW&K Investment Management
Massachusetts
$34K +$1.26K +22 +4%