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Realty Income

1,275 hedge funds and large institutions have $40.6B invested in Realty Income in 2025 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 617 increasing their positions, 381 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 617 | Existing positions reduced: 381

43% more call options, than puts

Call options by funds: $408M | Put options by funds: $286M

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $36.6B → $40.6B (+$3.97B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more funds holding

Funds holding: 1,2621,275 (+13)

0.16% more ownership

Funds ownership: 78.42%78.59% (+0.16%)

Holders
1,275
Holders Change
+13
Holders Change %
+1.03%
% of All Funds
17.1%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
134
Increased
617
Reduced
381
Closed
96
Calls
$408M
Puts
$286M
Net Calls
+$122M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
426
Security National Bank of Sioux City Iowa
Iowa
$2.07M -$37.5K -677 -2%
CGH
427
Crossmark Global Holdings
Texas
$2.07M -$29.6K -535 -1%
BMWM
428
Brown Miller Wealth Management
Virginia
$2.02M +$40.7K +736 +2%
ALMGDA
429
AG2R La Mondiale Gestion d'Actifs
France
$2.02M +$1.97M +35,655 New
GIA
430
Gladstone Institutional Advisory
Florida
$2.02M -$74.2K -1,340 -4%
FBT
431
First Bank & Trust
South Dakota
$2.01M +$14.4K +260 +0.8%
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$2M +$626K +11,310 +42%
GIA
433
Gateway Investment Advisers
Ohio
$2M +$206K +3,719 +12%
RIM
434
Redwood Investment Management
Arizona
$1.96M -$112K -2,021 -6%
CAS
435
Coppell Advisory Solutions
Texas
$1.95M -$52.8K -953 -3%
SCA
436
Snowden Capital Advisors
New York
$1.95M -$138K -2,496 -7%
1832 Asset Management
437
1832 Asset Management
Ontario, Canada
$1.95M -$460K -8,302 -20%
PCM
438
Parsons Capital Management
Rhode Island
$1.94M
PCG
439
Prosperity Consulting Group
Maryland
$1.94M -$159K -2,865 -8%
SF
440
Summit Financial
New Jersey
$1.94M -$18.2K -328 -1%
Aviva
441
Aviva
United Kingdom
$1.93M -$2.33K -42 -0.1%
FNBOO
442
First National Bank of Omaha
Nebraska
$1.91M -$52.6K -950 -3%
IFG
443
Independent Financial Group
California
$1.91M +$174K +3,146 +11%
IIA
444
ICW Investment Advisors
Arizona
$1.9M +$24.5K +443 +1%
SWP
445
Sagespring Wealth Partners
Tennessee
$1.89M +$508K +9,169 +39%
CAU
446
Caxton Associates (UK)
$1.88M +$1.8M +32,457 New
RBA
447
Richard Bernstein Advisors
New York
$1.88M -$71.7K -1,295 -4%
PWS
448
Peterson Wealth Services
Utah
$1.88M +$276K +4,994 +18%
SBIA
449
Sheaff Brock Investment Advisors
Indiana
$1.87M +$109K +1,969 +6%
MAM
450
Mystic Asset Management
Rhode Island
$1.85M +$137K +2,470 +8%

O Hedge Fund Activity: Q1 2025 in Review

1,275 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2025, worth a combined $40.6B — up 11% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new O positions and 96 closed out — a net gain of 38 holders — while 617 added to existing stakes and 381 trimmed.

The largest buyer was Bank of America, adding an estimated $293M. The largest seller was Parnassus Investments, cutting an estimated $203M.

  • 1,275 institutional investors held Realty Income (O) as of Q1 2025, up from 1,262 in Q4 2024.
  • Funds reported $40.6B of Realty Income stock for Q1 2025, up 11% quarter-over-quarter.
  • 134 funds opened new Realty Income positions in Q1 2025 and 96 closed out, a net change of +38 holders.
  • The largest Realty Income buyer in Q1 2025 was Bank of America, an estimated $293M added.
  • The largest Realty Income seller in Q1 2025 was Parnassus Investments, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2025.