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Realty Income
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Overview Fund Activity

1,256 hedge funds and large institutions have $39.9B invested in Realty Income in 2025 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 605 increasing their positions, 372 reducing their positions, and 95 closing their positions.

Holders
1,256
Holders Change
+12
Holders Change %
+0.96%
% of All Funds
17.07%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
138
Increased
605
Reduced
372
Closed
95
Calls
$408M
Puts
$286M
Net Calls
+$122M
Net Calls Change
+$115M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.06B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$753M
3
NL
3
Nuveen LLC
North Carolina
$208M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.27B
5
Morgan Stanley
5
Morgan Stanley
New York
$827M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Parnassus Investments
2
Parnassus Investments
California
$1.1B
3
Cohen & Steers
3
Cohen & Steers
New York
$667M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$70.8M
5
Millennium Management
5
Millennium Management
New York
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.27B 142,511,359 +3,274,853 +2%
BlackRock
2
BlackRock
New York
$5.38B 92,785,653 +411,425 +0.4%
State Street
3
State Street
Massachusetts
$3.54B 61,056,259 +1,452,315 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.44B 24,921,103 +1,447,409 +6%
Parnassus Investments
5
Parnassus Investments
California
$1.1B 19,022,589 -3,673,673 -16%
Bank of America
6
Bank of America
North Carolina
$1.06B 18,294,421 +5,289,887 +41%
Morgan Stanley
7
Morgan Stanley
New York
$827M 14,257,653 +1,925,436 +16%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$753M 12,986,938 +4,046,143 +45%
Northern Trust
9
Northern Trust
Illinois
$737M 12,708,712 -431,007 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$702M 12,108,561 +451,307 +4%
Cohen & Steers
11
Cohen & Steers
New York
$667M 11,499,948 -2,164,806 -16%
Invesco
12
Invesco
Georgia
$663M 11,421,973 +48,024 +0.4%
Raymond James Financial
13
Raymond James Financial
Florida
$659M 11,356,883 +992,303 +10%
Charles Schwab
14
Charles Schwab
California
$587M 10,112,801 +123,501 +1%
Legal & General Group
15
Legal & General Group
United Kingdom
$571M 9,840,976 +152,763 +2%
AAMU
16
APG Asset Management US
New York
$473M 8,281,276 +167,864 +2%
UBS AM
17
UBS AM
Illinois
$460M 7,922,856 +466,900 +6%
Goldman Sachs
18
Goldman Sachs
New York
$376M 6,482,949 +1,377,550 +27%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$332M 5,729,108 -118,376 -2%
Wells Fargo
20
Wells Fargo
California
$305M 5,255,618 +296,849 +6%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$291M 5,020,997 -177,047 -3%
CIM
22
Centersquare Investment Management
Pennsylvania
$288M 4,971,123 +1,055,840 +27%
UBS Group
23
UBS Group
Switzerland
$264M 4,550,146 +285,355 +7%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$260M 4,489,308 -100,148 -2%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$257M 4,422,041 +103,355 +2%
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