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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
AssetMark Inc
301
AssetMark Inc
California
$5.13M +$196K +3,364 +4%
DP
302
Dearborn Partners
Illinois
$5.07M +$68.7K +1,180 +1%
CPRC
303
Consolidated Portfolio Review Corp
New York
$5.06M -$35.8K -615 -0.7%
LFAS
304
Level Four Advisory Services
Texas
$4.99M +$155K +2,661 +3%
PGFC
305
Peapack-Gladstone Financial Corp
New Jersey
$4.96M +$617K +10,591 +15%
LWP
306
LMG Wealth Partners
Louisiana
$4.87M +$72.7K +1,248 +2%
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$4.82M +$2.64M +45,326 +133%
SWMG
308
Signature Wealth Management Group
Georgia
$4.79M +$98.5K +1,690 +2%
HIP
309
Harrell Investment Partners
Texas
$4.77M -$149K -2,553 -3%
MWA
310
Meridian Wealth Advisors
Texas
$4.65M +$247K +4,247 +6%
BCFS
311
Butensky & Cohen Financial Security
Florida
$4.6M +$143K +2,453 +3%
CAC
312
Core Alternative Capital
Georgia
$4.55M -$630K -10,821 -13%
LCM
313
LVM Capital Management
Michigan
$4.54M -$58.3K -1,000 -1%
ETC
314
Exchange Traded Concepts
Oklahoma
$4.47M +$807K +13,852 +23%
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$4.43M -$1.46M -25,015 -26%
PAG
316
Private Advisor Group
New Jersey
$4.38M +$408K +7,000 +11%
NEAM
317
New England Asset Management
Connecticut
$4.37M +$956K +16,410 +30%
TI
318
Tidal Investments
Wisconsin
$4.37M +$828K +14,219 +25%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$4.22M +$114K +1,965 +3%
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$4.17M
Baird Financial Group
321
Baird Financial Group
Wisconsin
$4.16M +$161K +2,763 +4%
VWM
322
Valley Wealth Managers
New Jersey
$4.06M +$119K +2,047 +3%
BA
323
Baugh & Associates
Georgia
$4.03M -$97K -1,665 -2%
TPCW
324
TD Private Client Wealth
New York
$3.93M +$311K +5,334 +9%
DWM
325
Dakota Wealth Management
Florida
$3.92M -$434K -7,451 -10%

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.