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Realty Income
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Overview Fund Activity

1,249 hedge funds and large institutions have $40.8B invested in Realty Income in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 616 increasing their positions, 369 reducing their positions, and 93 closing their positions.

Holders
1,249
Holders Change
-7
Holders Change %
-0.56%
% of All Funds
16.77%
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
616
Reduced
369
Closed
93
Calls
$389M
Puts
$220M
Net Calls
+$169M
Net Calls Change
+$47.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$676M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.42B
3
Cohen & Steers
3
Cohen & Steers
New York
$826M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.55B
5
UBS AM
5
UBS AM
Illinois
$550M

Top Sellers

1
Invesco
1
Invesco
Georgia
$475M
2
UBS Group
2
UBS Group
Switzerland
$162M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$7.89M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$168M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ALA
1301
Atlas Legacy Advisors
California
– – -4,135 Closed
EWM
1302
Empirical Wealth Management
Washington
– – -4,124 Closed
FBB
1303
Fulton Breakefield Broenniman
Maryland
– – -4,000 Closed
BA
1304
Bridgewater Associates
Connecticut
– – -3,687 Closed
BWP
1305
Balboa Wealth Partners
Arizona
– – -3,654 Closed
FMI
1306
F/M Investments
District of Columbia
– – -3,617 Closed
CP
1307
Camelot Portfolios
Ohio
– – -3,503 Closed
SIMG
1308
Sonora Investment Management Group
Arizona
– – -3,469 Closed
LCM
1309
Lazari Capital Management
California
– – -3,462 Closed
TCA
1310
Transcend Capital Advisors
New Jersey
– – -3,457 Closed
FCI
1311
Financial Counselors Inc
Kansas
– – -3,455 Closed
BC
1312
Bayforest Capital
United Kingdom
– – -3,039 Closed
QC
1313
Quent Capital
New York
– – -1,770 Closed
HCP
1314
Hexagon Capital Partners
Arkansas
– – -1,742 Closed
GJIA
1315
Glass Jacobson Investment Advisors
Maryland
– – -1,733 Closed
EF
1316
Elite Financial
Idaho
– – -1,150 Closed
WF
1317
Wayfinding Financial
Washington
– – -913 Closed
WAG
1318
Wiser Advisor Group
Arizona
– – -896 Closed
Loomis, Sayles & Company
1319
Loomis, Sayles & Company
Massachusetts
– – -875 Closed
BT
1320
Banque Transatlantique
France
– – -840 Closed
RTC
1321
Riverview Trust Company
Washington
– – -630 Closed
PA
1322
PSI Advisors
Florida
– – -574 Closed
CA
1323
Continuum Advisory
Idaho
– – -514 Closed
EB
1324
Eastern Bank
Massachusetts
– – -434 Closed
WT
1325
Washington Trust
Rhode Island
– – -400 Closed
51 52
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