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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
Swedbank
251
Swedbank
Sweden
$7.15M -$38.6K -662 -0.6%
OC
252
Oppenheimer & Co
New York
$7.09M +$357K +6,130 +6%
LOIM
253
Liberty One Investment Management
Illinois
$7.04M +$1.54M +26,441 +30%
Corient Private Wealth
254
Corient Private Wealth
Florida
$7.02M -$1.81M -31,005 -21%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$7.01M -$2.56K -44 -0%
MCM
256
Marathon Capital Management
Maryland
$6.95M +$284K +4,879 +4%
Rafferty Asset Management
257
Rafferty Asset Management
New York
$6.95M -$4.14K -71 -0.1%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$6.9M +$243K +4,176 +4%
Cerity Partners
259
Cerity Partners
New York
$6.89M -$63.9K -1,096 -1%
SCM
260
Sterling Capital Management
North Carolina
$6.72M +$87.8K +1,507 +1%
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$6.71M +$1.03M +17,653 +19%
SWP
262
Stratos Wealth Partners
Ohio
$6.7M +$334K +5,740 +5%
Kovitz Investment Group Partners
263
Kovitz Investment Group Partners
Illinois
$6.69M +$168K +2,884 +3%
JWCA
264
J.W. Cole Advisors
Florida
$6.69M -$89.1K -1,530 -1%
KWM
265
Kingsview Wealth Management
Oregon
$6.59M +$247K +4,243 +4%
MCP
266
Martin Capital Partners
Oregon
$6.56M -$34.4K -590 -0.5%
P
267
&Partners
Tennessee
$6.53M +$1.09M +18,735 +21%
CCB
268
Country Club Bank
Missouri
$6.52M -$66.3K -1,138 -1%
IMRF
269
Illinois Municipal Retirement Fund
Illinois
$6.42M -$1.38M -23,655 -18%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$6.35M +$1.54M +26,370 +34%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$6.35M +$1.35M +23,096 +28%
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$6.28M -$1.53M -26,207 -20%
TTWM
273
TCV Trust & Wealth Management
Virginia
$6.27M -$9.5K -163 -0.2%
TCM
274
Telos Capital Management
California
$6.18M +$129K +2,206 +2%
OAM
275
Ostrum Asset Management
France
$6.16M -$292K -5,018 -5%

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.