O icon

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 %
FGC
1201
Financial Gravity Companies
Texas
$7.09K +$7.09K +123 New
FCAS
1202
First Command Advisory Services
Texas
$7.03K
CPG
1203
Cornerstone Planning Group
New Jersey
$6.64K +$2.52K +44 +61%
EWM
1204
Evolution Wealth Management
Florida
$6.11K +$6.11K +106 New
BWAM
1205
Boyd Watterson Asset Management
Ohio
$5.93K
SC
1206
Solstein Capital
California
$5.93K +$5.93K +103 New
CFG
1207
Chapman Financial Group
Hawaii
$5.76K +$5.76K +100 New
SIC
1208
SJS Investment Consulting
Ohio
$5.7K +$3.57K +62 +168%
PSFG
1209
Park Square Financial Group
Georgia
$5.65K
FHA
1210
First Horizon Advisors
Tennessee
$5.47K -$3.17K -55 -37%
JFGIW
1211
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.19K +$5.19K +90 New
FIA
1212
FNY Investment Advisers
New York
$5K -$4.44K -80 -47%
NMG
1213
New Millennium Group
Utah
$4.98K -$1.27K -22 -20%
CWM
1214
Centricity Wealth Management
Ohio
$4.67K
KG
1215
Kilter Group
New York
$4.51K +$4.51K +78 New
ADL
1216
Asset Dedication LLC
California
$4.49K -$3.05K -53 -40%
SFCL
1217
Strengthening Families & Communities LLC
Massachusetts
$4.18K
AP
1218
Aspect Partners
Virginia
$4.03K -$11.9K -207 -75%
FMP
1219
Financial Management Professionals
Texas
$3.95K
MWM
1220
Mascoma Wealth Management
New Hampshire
$3.86K
PWA
1221
Principia Wealth Advisory
Texas
$3.86K +$403 +7 +12%
WA
1222
WPG Advisers
Maryland
$3.75K +$403 +7 +12%
DAM
1223
Delta Asset Management
Tennessee
$3.46K
NWM
1224
Nova Wealth Management
Florida
$3.39K +$3.39K +59 New
AP
1225
Atwood & Palmer
Missouri
$3.23K +$3.23K +56 New