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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
KFGK
726
Keystone Financial Group (Kentucky)
Kentucky
$605K +$2.21K +38 +0.4%
HTIM
727
Harbour Trust & Investment Management
Indiana
$603K -$28.8K -494 -5%
NRI
728
NFP Retirement Inc
California
$601K +$7.22K +124 +1%
CI
729
CX Institutional
Indiana
$601K +$306K +5,251 +113%
PWP
730
Principle Wealth Partners
Connecticut
$601K
FFA
731
Founders Financial Alliance
North Carolina
$598K +$181K +3,105 +46%
B
732
Bailard
California
$597K +$1.34K +23 +0.2%
MYIA
733
Mount Yale Investment Advisors
Colorado
$595K +$174K +2,990 +44%
GEA
734
Glen Eagle Advisors
New Jersey
$594K -$16.4K -281 -3%
PTC
735
Private Trust Company
Ohio
$588K -$45.7K -785 -8%
HWA
736
HHM Wealth Advisors
Tennessee
$586K -$43.3K -744 -7%
LSIA
737
LaSalle St. Investment Advisors
Illinois
$575K +$1.17K +20 +0.2%
Bessemer Group
738
Bessemer Group
New Jersey
$574K +$77.7K +1,334 +16%
BWM
739
Buckley Wealth Management
Nevada
$570K -$17.6K -302 -3%
AFG
740
Atomi Financial Group
New York
$569K +$146K +2,511 +37%
EIP
741
Ellis Investment Partners
Pennsylvania
$560K +$118K +2,033 +28%
AUB
742
Atlantic Union Bankshares
Virginia
$559K +$536K +9,193 New
AWM
743
Atticus Wealth Management
Florida
$559K +$193K +3,310 +56%
VF
744
Virtu Financial
New York
$558K +$535K +9,180 New
1C
745
111 Capital
France
$555K +$532K +9,130 New
QCIG
746
Quad-Cities Investment Group
Iowa
$554K +$466 +8 +0.1%
MGIA
747
Moneta Group Investment Advisors
Missouri
$548K -$34.7K -595 -6%
KF
748
Krilogy Financial
Missouri
$542K +$562K +9,649 New
JCM
749
Jacobi Capital Management
Pennsylvania
$541K +$14.6K +250 +3%
Jane Street
750
Jane Street
New York
$539K +$517K +8,867 New

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.