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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
SFI
601
Siemens Fonds Invest
Germany
$1.02M +$4.08K +70 +0.4%
AFP
602
Ausdal Financial Partners
Iowa
$1.01M +$42K +721 +5%
ACG
603
Allen Capital Group
Nebraska
$1.01M -$27.5K -472 -3%
AHL
604
Abel Hall LLC
Louisiana
$1.01M +$296K +5,076 +44%
BP
605
Ballentine Partners
Massachusetts
$1.01M +$63.6K +1,092 +7%
RCM
606
RB Capital Management
Nevada
$1M -$7.17K -123 -0.7%
LI
607
LRI Investments
Florida
$1,000K -$32.9K -565 -3%
RWP
608
RWA Wealth Partners
Massachusetts
$1,000K -$61.5K -1,055 -6%
SIC
609
Sage Investment Counsel
Tennessee
$999K -$11.7K -200 -1%
GI
610
GAMMA Investing
California
$990K +$134K +2,292 +16%
GWMIA
611
Global Wealth Management Investment Advisory
Florida
$987K +$45K +772 +5%
MHS
612
M Holdings Securities
Oregon
$982K +$941K +16,149 New
VAS
613
Vestmark Advisory Solutions
Massachusetts
$979K +$327K +5,613 +53%
FCM
614
Fourpath Capital Management
Oklahoma
$977K +$1.75K +30 +0.2%
RPCONE
615
Retirement Planning Company of New England
Rhode Island
$973K +$7.34K +126 +0.8%
SW
616
SteelPeak Wealth
California
$972K +$12.7K +218 +1%
AAP
617
Arax Advisory Partners
Colorado
$970K +$866K +14,869 +1,363%
AA
618
Armis Advisers
Georgia
$969K +$47.3K +812 +5%
SS
619
Sunbelt Securities
Texas
$967K +$72.1K +1,238 +8%
TFA
620
Teamwork Financial Advisors
Texas
$965K -$65.1K -1,117 -7%
Wolverine Trading
621
Wolverine Trading
Illinois
$964K +$478K +8,197 +106%
RFN
622
RDA Financial Network
Iowa
$961K -$55.8K -957 -6%
FA
623
Fiduciary Alliance
South Carolina
$960K +$645K +11,066 +234%
SYBT
624
Stock Yards Bank & Trust
Kentucky
$959K -$350K -6,000 -28%
FTWA
625
Fifth Third Wealth Advisors
Ohio
$954K +$45.5K +781 +5%

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.