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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
HCMG
776
Howard Capital Management Group
California
$486K +$466K +8,000 New
FLPIM
777
F.L. Putnam Investment Management
Massachusetts
$486K -$35.9K -617 -7%
RIA
778
Regal Investment Advisors
Michigan
$486K +$42.5K +730 +10%
C
779
Certuity
Florida
$485K +$29.7K +509 +7%
FWM
780
Focused Wealth Management
New York
$484K +$2.21K +38 +0.5%
CA
781
Clearstead Advisors
Ohio
$484K -$1.02M -17,506 -69%
WPC
782
Wedmont Private Capital
Pennsylvania
$481K +$187K +3,215 +66%
MG
783
Mather Group
Illinois
$481K +$1.11K +19 +0.2%
BJL
784
Brighton Jones LLC
Washington
$477K +$48.2K +827 +12%
TWM
785
Trueblood Wealth Management
Ohio
$476K -$1.75K -30 -0.4%
WQ
786
Wealth Quarterback
New Jersey
$476K +$67.9K +1,166 +17%
SCA
787
Scott Capital Advisors
Oregon
$472K +$236K +4,049 +103%
TA
788
Tactive Advisors
Florida
$470K +$33.9K +582 +8%
DWS
789
Discipline Wealth Solutions
South Carolina
$469K +$450K +7,718 New
SPWG
790
Sage Private Wealth Group
Illinois
$467K +$46.4K +796 +12%
MWS
791
MFA Wealth Services
California
$466K +$35.6K +611 +9%
SVWAG
792
Sound View Wealth Advisors Group
Georgia
$465K -$7.81K -134 -2%
FFP
793
FourThought Financial Partners
Florida
$461K -$17K -291 -4%
ES
794
ETF Store
Kansas
$460K +$41.1K +706 +10%
XF
795
XML Financial
Maryland
$459K +$6.99K +120 +2%
AIS
796
American Investment Services
Massachusetts
$458K -$23.5K -404 -5%
FGA
797
Fortis Group Advisors
New Jersey
$451K -$86.3K -1,481 -16%
AW
798
Alteri Wealth
California
$450K +$12.6K +217 +3%
GLA
799
Great Lakes Advisors
Illinois
$449K +$145K +2,486 +51%
ACM
800
Aster Capital Management
United Arab Emirates
$447K +$428K +7,353 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.