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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
PIA
651
Perennial Investment Advisors
California
$858K -$12.4K -212 -1%
SOS
652
Silver Oak Securities
Tennessee
$851K +$47.3K +812 +6%
DILIC
653
Dai-ichi Life Insurance Company
Japan
$850K -$1.26M -21,650 -61%
DSC
654
Duncker Streett & Co
Missouri
$840K +$524 +9 +0.1%
CW
655
Channel Wealth
California
$839K -$168K -2,891 -17%
TPBG
656
Turning Point Benefit Group
Maryland
$839K +$103K +1,768 +15%
HW
657
Hancock Whitney
Mississippi
$838K -$396K -6,803 -33%
PP
658
Patron Partners
Texas
$834K +$36.9K +633 +5%
VCP
659
Verus Capital Partners
Arizona
$828K -$3.38K -58 -0.4%
PP
660
Pacifica Partners
Canada
$822K +$2.04K +35 +0.3%
CCM
661
Chiron Capital Management
Florida
$820K -$178K -3,052 -18%
LCM
662
LDR Capital Management
New York
$818K +$784K +13,460 New
VF
663
Vawter Financial
Ohio
$818K +$784K +13,451 New
PWMG
664
Prestige Wealth Management Group
New Jersey
$817K +$41.4K +710 +6%
PA
665
PFW Advisors
Georgia
$803K -$1.46K -25 -0.2%
LA
666
LM Advisors
California
$803K -$96.1K -1,649 -11%
CAM
667
Cozad Asset Management
Illinois
$801K +$501K +8,598 +187%
JWM
668
Jeppson Wealth Management
California
$797K -$20.4K -350 -3%
WA
669
WESPAC Advisors
California
$794K +$761K +13,064 New
GXJ
670
Global X Japan
Japan
$793K -$583 -10 -0.1%
SLWA
671
San Luis Wealth Advisors
California
$793K +$105K +1,806 +16%
CFD
672
Creative Financial Designs
Indiana
$790K +$650K +11,156 +609%
MIM
673
Moseley Investment Management
Florida
$786K -$36.7K -630 -5%
SFP
674
Sterling Financial Planning
New Jersey
$778K +$932 +16 +0.1%
GAM
675
Generali Asset Management
Italy
$778K +$45.5K +781 +7%

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.