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Realty Income

1,336 hedge funds and large institutions have $43.1B invested in Realty Income in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 641 increasing their positions, 369 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 85

74% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 369

44% more call options, than puts

Call options by funds: $455M | Put options by funds: $316M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

4% more funds holding

Funds holding: 1,2831,336 (+53)

2% more capital invested

Capital invested by funds: $42.2B → $43.1B (+$928M)

1.48% less ownership

Funds ownership: 78.99%77.51% (-1.5%)

Holders
1,336
Holders Change
+53
Holders Change %
+4.13%
% of All Funds
17.53%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
158
Increased
641
Reduced
369
Closed
85
Calls
$455M
Puts
$316M
Net Calls
+$139M
Net Calls Change
-$48.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
$8.27M +$376K +6,452 +5%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$8.27M +$1.97M +33,787 +33%
MCM
228
Mattern Capital Management
Colorado
$8.19M -$50.3K -864 -0.6%
UAS
229
United Asset Strategies
New York
$8.12M +$340K +5,829 +5%
AMG
230
Advisors Management Group
Wisconsin
$8.1M -$1.08M -18,500 -12%
MML Investors Services
231
MML Investors Services
Massachusetts
$8.08M +$551K +9,462 +8%
PDN
232
Pensionfund DSM Netherlands
Netherlands
$8.02M
WIA
233
World Investment Advisors
California
$7.95M +$4.08K +70 +0.1%
DC
234
Davenport & Co
Virginia
$7.89M +$20.4K +350 +0.3%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$7.89M -$612K -10,512 -7%
PNC
236
Park National Corp
Ohio
$7.81M -$230K -3,953 -3%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$7.71M +$622K +10,678 +9%
FVWA
238
Foster Victor Wealth Advisors
South Carolina
$7.68M +$340K +5,830 +5%
WW
239
Windle Wealth
Oklahoma
$7.67M -$104K -1,792 -1%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$7.6M +$24.7K +424 +0.3%
VPIM
241
Vanguard Personalized Indexing Management
California
$7.57M +$439K +7,536 +6%
NYLIM
242
New York Life Investment Management
New York
$7.55M +$75K +1,288 +1%
DFG
243
Dupree Financial Group
Kentucky
$7.5M +$218K +3,743 +3%
ZBNA
244
Zions Bancorporation, National Association
Utah
$7.47M -$936K -16,066 -12%
MNA
245
Manning & Napier Advisors
New York
$7.39M +$2.71M +46,540 +62%
SCM
246
SKBA Capital Management
California
$7.36M -$40.5K -695 -0.6%
WP
247
Woodline Partners
California
$7.35M +$1.35M +23,151 +24%
US Bancorp
248
US Bancorp
Minnesota
$7.26M -$538K -9,228 -7%
GC
249
Guggenheim Capital
Illinois
$7.18M -$47.7K -818 -0.7%
CCM
250
Canal Capital Management
Virginia
$7.17M +$203K +3,483 +3%

O Hedge Fund Activity: Q3 2025 in Review

1,336 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2025, worth a combined $43.1B — up 2.2% from $42.2B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new O positions and 85 closed out — a net gain of 73 holders — while 641 added to existing stakes and 369 trimmed.

The largest buyer was BlackRock, adding an estimated $392M. The largest seller was UBS AM, cutting an estimated $554M.

  • 1,336 institutional investors held Realty Income (O) as of Q3 2025, up from 1,283 in Q2 2025.
  • Funds reported $43.1B of Realty Income stock for Q3 2025, up 2.2% quarter-over-quarter.
  • 158 funds opened new Realty Income positions in Q3 2025 and 85 closed out, a net change of +73 holders.
  • The largest Realty Income buyer in Q3 2025 was BlackRock, an estimated $392M added.
  • The largest Realty Income seller in Q3 2025 was UBS AM, an estimated $554M sold.

Based on aggregated 13F filings for Q3 2025.