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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 %
CB
1151
Community Bank
New York
$23K
PSB
1152
Piscataqua Savings Bank
New Hampshire
$23K
AT
1153
Arlington Trust
Alabama
$23K
DWS
1154
Dynamic Wealth Strategies
California
$22.9K -$22.4K -389 -49%
OWA
1155
Opal Wealth Advisors
New York
$22.8K +$518 +9 +2%
TCM
1156
TruNorth Capital Management
Michigan
$22.5K -$46.3K -804 -67%
AFG
1157
Albion Financial Group
Utah
$22.1K +$345 +6 +2%
VNA
1158
Valley National Advisers
Pennsylvania
$22K +$56 +1 +0.3%
MMG
1159
Monetary Management Group
Missouri
$20.7K
RWPA
1160
Richard W. Paul & Associates
Michigan
$18.9K +$2.54K +44 +15%
AG
1161
AmeriFlex Group
Nevada
$17.9K -$108K -1,882 -86%
BC
1162
Barrett & Company
Rhode Island
$17.4K
JGIA
1163
Jackson Grant Investment Advisers
Connecticut
$17K +$173 +3 +1%
SWA
1164
SOA Wealth Advisors
New York
$15.8K -$518 -9 -3%
HWP
1165
Highline Wealth Partners
California
$15K +$1.33K +23 +10%
CIR
1166
Clear Investment Research
Georgia
$14.6K
SL
1167
Salomon & Ludwin
Virginia
$14.4K
MIM
1168
MTM Investment Management
South Carolina
$14.2K +$14.2K +246 New
HWM
1169
Hemington Wealth Management
Virginia
$14K -$717 -13 -5%
EWM
1170
Evermay Wealth Management
Virginia
$13.7K
WTA
1171
Washington Trust Advisors
Massachusetts
$13.4K
KA
1172
Kozak & Associates
Colorado
$13.1K +$171 +3 +1%
IWP
1173
IAG Wealth Partners
Wisconsin
$12.6K
DIP
1174
DT Investment Partners
Pennsylvania
$11.9K
RF
1175
Roxbury Financial
New Jersey
$11.5K -$50.8K -881 -81%