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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
MSU
326
Mizuho Securities USA
New York
$3.91M +$244K +4,185 +7%
RMA
327
Roffman Miller Associates
Pennsylvania
$3.88M +$3.72M +63,904 New
LSA
328
L & S Advisors
California
$3.88M +$3.72M +63,851 New
AM
329
AGF Management
Ontario, Canada
$3.85M +$103K +1,766 +3%
KC
330
Kinloch Capital
Virginia
$3.85M +$68.5K +1,175 +2%
CW
331
CreativeOne Wealth
Kansas
$3.82M +$303K +5,205 +9%
TC
332
Truvestments Capital
Florida
$3.81M +$48.1K +825 +1%
MIM
333
Marco Investment Management
Georgia
$3.81M -$8.62K -148 -0.2%
SIA
334
Sit Investment Associates
Minnesota
$3.77M -$355K -6,099 -9%
BFG
335
Beacon Financial Group
Texas
$3.74M -$237K -4,073 -6%
NW
336
Naviter Wealth
Arkansas
$3.73M +$297K +5,096 +9%
WP
337
WealthPLAN Partners
Nebraska
$3.7M +$23.1K +396 +0.7%
SPC
338
Sigma Planning Corp
Michigan
$3.67M -$524 -9 -0%
BL
339
BFSG LLC
California
$3.64M +$115K +1,972 +3%
BFS
340
Bard Financial Services
Connecticut
$3.6M -$119K -2,035 -3%
AI
341
Atria Investments
North Carolina
$3.51M -$408K -7,009 -11%
CS
342
Candriam SCA
Luxembourg
$3.47M +$6.35K +109 +0.2%
Verition Fund Management
343
Verition Fund Management
Connecticut
$3.46M +$12.5K +214 +0.4%
PS
344
Presima Securities
Quebec, Canada
$3.45M +$129K +2,211 +4%
KRS
345
Kentucky Retirement Systems
Kentucky
$3.45M +$54.6K +937 +2%
Lido Advisors
346
Lido Advisors
California
$3.45M +$480K +8,241 +17%
GIM
347
Gold Investment Management
Alberta, Canada
$3.44M +$10.6K +182 +0.3%
DEA
348
DoubleLine ETF Adviser
Florida
$3.42M +$187K +3,205 +6%
ONB
349
Old National Bancorp
Indiana
$3.39M +$3.25M +55,784 New
VWMG
350
Virginia Wealth Management Group
Virginia
$3.36M +$118K +2,029 +4%

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.