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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
BMWM
426
Brown Miller Wealth Management
Virginia
$2.33M +$85.9K +1,474 +4%
DWM
427
Diversify Wealth Management
Utah
$2.32M +$2.33M +39,928 New
BMCM
428
Burns Matteson Capital Management
New York
$2.29M -$67.8K -1,163 -3%
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$310K +5,318 +16%
GM
430
GeoWealth Management
Illinois
$2.29M +$36.3K +623 +2%
API
431
Asset Planning Inc
California
$2.27M -$14.3K -246 -0.7%
CTA
432
Colonial Trust Advisors
South Carolina
$2.26M -$23.5K -403 -1%
MFG
433
Merit Financial Group
Georgia
$2.26M +$35K +601 +2%
ALMGDA
434
AG2R La Mondiale Gestion d'Actifs
France
$2.24M
IP
435
Ignite Planners
California
$2.23M +$2.04K +35 +0.1%
VU
436
Vanderbilt University
Tennessee
$2.19M +$253K +4,343 +14%
CT
437
Clearstead Trust
Maine
$2.19M +$1.96M +33,618 +1,398%
ITC
438
Inspire Trust Company
Nevada
$2.19M +$291K +5,000 +16%
SNBOSCI
439
Security National Bank of Sioux City Iowa
Iowa
$2.18M +$5.24K +90 +0.3%
BCI
440
Brinker Capital Investments
Pennsylvania
$2.17M +$600K +10,305 +41%
WA
441
Waverly Advisors
Alabama
$2.17M +$101K +1,730 +5%
MIM
442
Morningstar Investment Management
Illinois
$2.16M +$2.07M +35,459 New
IIA
443
ICW Investment Advisors
Arizona
$2.14M +$106K +1,824 +5%
CL
444
Choreo LLC
Illinois
$2.12M +$381K +6,532 +23%
FB
445
Fulton Bank
Pennsylvania
$2.12M -$55.6K -954 -3%
CGH
446
Crossmark Global Holdings
Texas
$2.12M +$2.16K +37 +0.1%
GIA
447
Gladstone Institutional Advisory
Florida
$2.1M +$125K +2,152 +7%
HPG
448
Harvest Portfolios Group
Ontario, Canada
$2.09M +$49.1K +843 +3%
MAM
449
Mystic Asset Management
Rhode Island
$2.06M +$57K +978 +3%
IWC
450
Integrated Wealth Concepts
Massachusetts
$2.06M -$341K -5,851 -15%

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.