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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.42B +$209M +3,624,852 +3%
BlackRock
2
BlackRock
New York
$5.39B +$49.4M +857,584 +0.9%
State Street
3
State Street
Massachusetts
$3.56B +$39M +676,697 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.55B +$118M +2,058,031 +8%
Parnassus Investments
5
Parnassus Investments
California
$1.06B -$36.7M -636,474 -3%
Bank of America
6
Bank of America
North Carolina
$1.02B -$30M -520,692 -3%
Morgan Stanley
7
Morgan Stanley
New York
$845M +$23.3M +404,874 +3%
Cohen & Steers
8
Cohen & Steers
New York
$826M +$164M +2,838,532 +25%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$741M -$7.66M -132,964 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$705M +$7.43M +129,008 +1%
Raymond James Financial
11
Raymond James Financial
Florida
$692M +$37.7M +654,958 +6%
Northern Trust
12
Northern Trust
Illinois
$683M -$49.4M -856,672 -7%
Norges Bank
13
Norges Bank
Norway
$676M +$676M +11,742,745 New
Charles Schwab
14
Charles Schwab
California
$627M +$44.1M +765,942 +8%
Legal & General Group
15
Legal & General Group
United Kingdom
$575M +$7.59M +131,773 +1%
UBS AM
16
UBS AM
Illinois
$550M +$93.5M +1,623,106 +20%
AAMU
17
APG Asset Management US
New York
$499M +$20.7M +357,286 +4%
Invesco
18
Invesco
Georgia
$475M -$183M -3,174,858 -28%
Goldman Sachs
19
Goldman Sachs
New York
$337M -$36.7M -637,512 -10%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$335M +$4.84M +84,066 +1%
Wells Fargo
21
Wells Fargo
California
$309M +$6.24M +108,259 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$306M +$86.8M +1,507,469 +40%
CIM
23
Centersquare Investment Management
Pennsylvania
$265M -$21M -365,161 -7%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$261M +$2.83M +49,160 +1%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$239M -$50M -867,180 -17%