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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
EFG
751
Everhart Financial Group
Ohio
$537K +$82.3K +1,413 +19%
CAMG
752
CWA Asset Management Group
Florida
$536K +$40.5K +695 +9%
WBC
753
Westpac Banking Corp
Australia
$533K -$72.7K -1,248 -12%
GAM
754
Griffin Asset Management
New York
$531K -$21.5K -369 -4%
CCFM
755
Clear Creek Financial Management
Washington
$531K +$16.4K +282 +3%
CW
756
Code Waechter
Florida
$530K +$11.4K +196 +2%
CI
757
Cigna Investments
Connecticut
$529K
GWP
758
Gen-Wealth Partners
Michigan
$526K -$35.5K -609 -7%
Parallax Volatility Advisers
759
Parallax Volatility Advisers
California
$520K +$498K +8,555 New
VFA
760
Valeo Financial Advisors
Indiana
$515K +$5.36K +92 +1%
CPL
761
CAP Partners LLC
Tennessee
$510K +$7.11K +122 +1%
NC
762
NovaPoint Capital
Georgia
$509K +$488K +8,379 New
CSP
763
Cary Street Partners
Virginia
$509K +$23.2K +398 +5%
ABC
764
Associated Banc-Corp
Wisconsin
$505K -$97.1K -1,666 -17%
EAM
765
Erste Asset Management
Austria
$503K -$257K -4,407 -35%
EWA
766
EverSource Wealth Advisors
Alabama
$500K -$16.5K -284 -3%
GS
767
GTS Securities
New York
$498K -$14.8K -254 -3%
BIA
768
Beacon Investment Advisors
Maryland
$495K -$12K -206 -2%
ACM
769
Arcataur Capital Management
Wisconsin
$494K
CB
770
Cadence Bank
Mississippi
$494K +$152K +2,605 +47%
LFG
771
Larson Financial Group
Missouri
$493K +$42.6K +731 +10%
AWA
772
Arete Wealth Advisors
Illinois
$492K -$1.69K -29 -0.4%
WOSD
773
WFA of San Diego
California
$489K -$2.91K -50 -0.6%
FPWM
774
FSB Premier Wealth Management
Iowa
$489K +$56.3K +967 +14%
SFWA
775
Summit Financial Wealth Advisors
Louisiana
$489K

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.