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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
16.82%
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 %
TW
1301
Trajan Wealth
Arizona
-$292K -5,038 Closed
LA
1302
Legacy Advisors
Pennsylvania
-$277K -4,773 Closed
I
1303
InceptionR
California
-$273K -4,720 Closed
FIG
1304
FSA Investment Group
Florida
-$271K -4,671 Closed
TCM
1305
Traynor Capital Management
Pennsylvania
-$256K -4,419 Closed
HA
1306
Helium Advisors
Washington
-$241K -4,148 Closed
ALA
1307
Atlas Legacy Advisors
California
-$240K -4,135 Closed
EWM
1308
Empirical Wealth Management
Washington
-$239K -4,124 Closed
FBB
1309
Fulton Breakefield Broenniman
Maryland
-$232K -4,000 Closed
BA
1310
Bridgewater Associates
Connecticut
-$214K -3,687 Closed
BWP
1311
Balboa Wealth Partners
Arizona
-$212K -3,654 Closed
FMI
1312
F/M Investments
District of Columbia
-$210K -3,617 Closed
CP
1313
Camelot Portfolios
Ohio
-$203K -3,503 Closed
SIMG
1314
Sonora Investment Management Group
Arizona
-$201K -3,469 Closed
LCM
1315
Lazari Capital Management
California
-$201K -3,462 Closed
TCA
1316
Transcend Capital Advisors
New Jersey
-$201K -3,457 Closed
FCI
1317
Financial Counselors Inc
Kansas
-$200K -3,455 Closed
BC
1318
Bayforest Capital
United Kingdom
-$176K -3,039 Closed
QC
1319
Quent Capital
New York
-$103K -1,770 Closed
HCP
1320
Hexagon Capital Partners
Arkansas
-$101K -1,742 Closed
GJIA
1321
Glass Jacobson Investment Advisors
Maryland
-$92.6K -1,733 Closed
EF
1322
Elite Financial
Idaho
-$66K -1,150 Closed
WF
1323
Wayfinding Financial
Washington
-$52K -913 Closed
WAG
1324
Wiser Advisor Group
Arizona
-$52K -896 Closed
Loomis, Sayles & Company
1325
Loomis, Sayles & Company
Massachusetts
-$51K -875 Closed