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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 %
WT
1101
Whittier Trust
California
$44.2K -$177K -3,054 -80%
1IA
1102
1620 Investment Advisors
Massachusetts
$41.8K
OCM
1103
Orion Capital Management
California
$40.6K
BTD
1104
BankPlus Trust Department
Mississippi
$39.7K
PWMG
1105
Private Wealth Management Group
New Jersey
$39.1K +$8.7K +150 +29%
1L
1106
10Elms LLP
Oklahoma
$38.7K
LWCFA
1107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.7K
HRC
1108
Hoertkorn Richard Charles
$38.6K
CIAS
1109
CBIZ Investment Advisory Services
Ohio
$37.6K +$17.6K +303 +88%
FDW
1110
Fourth Dimension Wealth
Ohio
$37.2K
MEG
1111
Millstone Evans Group
Colorado
$37K
RTC
1112
Riverview Trust Company
Washington
$36.5K
IRAG
1113
Investment Research & Advisory Group
Georgia
$35.7K +$6.67K +115 +23%
FWA
1114
FSC Wealth Advisors
New York
$35.5K +$26.4K +455 +288%
CCMW
1115
Cypress Capital Management (Wyoming)
Wyoming
$35.3K
JWA
1116
JFS Wealth Advisors
Pennsylvania
$34.7K -$174K -3,007 -83%
BGAI
1117
Bruce G. Allen Investments
Colorado
$33.9K
MCM
1118
MV Capital Management
Maryland
$33.5K +$1.45K +25 +5%
PA
1119
PSI Advisors
Florida
$33.3K +$14.6K +252 +78%
SC
1120
SouthState Corp
Florida
$33.2K +$9.57K +165 +41%
T
1121
TOBAM
France
$33K -$132K -2,254 -80%
ST
1122
Smithfield Trust
Pennsylvania
$33K
GKIM
1123
GW&K Investment Management
Massachusetts
$33K +$6.81K +118 +26%
HBW
1124
Hazlett, Burt & Watson
West Virginia
$33K +$10K +175 +44%
AIC
1125
Archer Investment Corporation
Indiana
$33K +$5.4K +93 +20%