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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 %
SIS
1176
Strategic Investment Solutions
Illinois
$11.5K
MSWM
1177
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K
LWMI
1178
Legacy Wealth Management (Idaho)
Idaho
$11.5K
BFS
1179
Bare Financial Services
Pennsylvania
$11.5K +$1.1K +19 +10%
LIS
1180
Legacy Investment Solutions
Idaho
$11.5K +$11.5K +200 New
RBC
1181
Roble Belko & Company
Pennsylvania
$11K -$940 -17 -8%
NWM
1182
Navigoe Wealth Management
California
$11K
RFG
1183
REAP Financial Group
Texas
$10.9K
HHMI
1184
Howard Hughes Medical Institute
Maryland
$10.9K +$10.9K +189 New
AWM
1185
Ameliora Wealth Management
Switzerland
$10.8K
CA
1186
Crewe Advisors
Utah
$10.7K +$5.87K +102 +121%
GWSG
1187
GPS Wealth Strategies Group
Colorado
$10.6K
SN
1188
Sittner & Nelson
Oregon
$10.5K
DWM
1189
Dogwood Wealth Management
Kansas
$10.2K +$9.72K +169 +1,878%
VWM
1190
Vermillion Wealth Management
Minnesota
$10.2K
IA
1191
IFS Advisors
Kansas
$9.16K
NC
1192
North Capital
Utah
$8.87K
NECFA
1193
New England Capital Financial Advisors
Connecticut
$8.41K +$8.41K +146 New
CFS
1194
Compass Financial Services
Iowa
$8.07K
RTL
1195
Red Tortoise LLC
Georgia
$7.95K
MFT
1196
Moisand Fitzgerald Tamayo
Florida
$7.84K
PP
1197
PFS Partners
New Jersey
$7.78K +$7.78K +135 New
MSWA
1198
Marshall & Sterling Wealth Advisors
New York
$7.55K -$1.04K -18 -12%
AWM
1199
Abound Wealth Management
Tennessee
$7.38K -$519 -9 -7%
IHWM
1200
Iron Horse Wealth Management
Iowa
$7.37K