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Realty Income

1,283 hedge funds and large institutions have $42.2B invested in Realty Income in 2025 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 635 increasing their positions, 377 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 377

64% more call options, than puts

Call options by funds: $478M | Put options by funds: $291M

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

4% more capital invested

Capital invested by funds: $40.6B → $42.2B (+$1.55B)

1% more funds holding

Funds holding: 1,2751,283 (+8)

0.41% more ownership

Funds ownership: 78.59%78.99% (+0.41%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,283
Holders Change
+8
Holders Change %
+0.63%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
120
Increased
635
Reduced
377
Closed
97
Calls
$478M
Puts
$291M
Net Calls
+$187M
Net Calls Change
+$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$4.68M +$701K +12,392 +18%
AssetMark Inc
302
AssetMark Inc
California
$4.67M +$782K +13,825 +21%
HIP
303
Harrell Investment Partners
Texas
$4.67M +$559K +9,880 +14%
LFAS
304
Level Four Advisory Services
Texas
$4.58M +$70.8K +1,252 +2%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$4.56M +$363K +6,417 +9%
LWP
306
LMG Wealth Partners
Louisiana
$4.54M +$197K +3,478 +5%
OPERF
307
Oregon Public Employees Retirement Fund
Oregon
$4.5M +$164K +2,900 +4%
MA
308
Mutual Advisors
Nebraska
$4.48M -$80.3K -1,420 -2%
SWMG
309
Signature Wealth Management Group
Georgia
$4.44M +$49.5K +875 +1%
LCM
310
LVM Capital Management
Michigan
$4.36M -$37.5K -663 -0.9%
MNA
311
Manning & Napier Advisors
New York
$4.32M
BCFS
312
Butensky & Cohen Financial Security
Florida
$4.22M +$241K +4,259 +6%
MWA
313
Meridian Wealth Advisors
Texas
$4.17M -$170K -3,013 -4%
DWM
314
Dakota Wealth Management
Florida
$4.15M -$106K -1,883 -3%
PGFC
315
Peapack-Gladstone Financial Corp
New Jersey
$4.09M +$95.8K +1,694 +2%
TRSOTSOK
316
Teachers Retirement System of the State of Kentucky
Kentucky
$3.95M +$58.5K +1,034 +2%
BA
317
Baugh & Associates
Georgia
$3.93M -$255K -4,505 -6%
SIA
318
Sit Investment Associates
Minnesota
$3.92M -$43.5K -770 -1%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$3.89M -$67.4K -1,192 -2%
BFG
320
Beacon Financial Group
Texas
$3.78M -$252K -4,461 -6%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$3.78M +$19.9K +352 +0.5%
PAG
322
Private Advisor Group
New Jersey
$3.75M +$170K +3,015 +5%
SAM
323
Synergy Asset Management
Washington
$3.74M -$2.6M -46,039 -42%
VWM
324
Valley Wealth Managers
New Jersey
$3.73M +$34.9K +618 +1%
AI
325
Atria Investments
North Carolina
$3.73M +$445K +7,877 +14%

O Hedge Fund Activity: Q2 2025 in Review

1,283 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2025, worth a combined $42.2B — up 3.8% from $40.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new O positions and 97 closed out — a net gain of 23 holders — while 635 added to existing stakes and 377 trimmed.

The largest buyer was Vanguard Group, adding an estimated $205M. The largest seller was Invesco, cutting an estimated $180M.

  • 1,283 institutional investors held Realty Income (O) as of Q2 2025, up from 1,275 in Q1 2025.
  • Funds reported $42.2B of Realty Income stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 120 funds opened new Realty Income positions in Q2 2025 and 97 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q2 2025 was Vanguard Group, an estimated $205M added.
  • The largest Realty Income seller in Q2 2025 was Invesco, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2025.