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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
SCA
801
SMH Capital Advisors
Texas
$446K +$757 +13 +0.2%
IA
802
Integrity Alliance
Iowa
$444K +$83.9K +1,441 +25%
FMN
803
Financial Management Network
California
$444K -$101K -1,742 -19%
CFFP
804
Center for Financial Planning
Michigan
$444K +$33.4K +574 +9%
TWP
805
Tempus Wealth Planning
California
$444K +$71.6K +1,229 +20%
SFG
806
Seamount Financial Group
Colorado
$441K +$38.6K +663 +10%
RFC
807
Regions Financial Corp
Alabama
$438K -$6.12K -105 -1%
WAM
808
Walker Asset Management
Missouri
$438K +$4.95K +85 +1%
LAIC
809
Lederer & Associates Investment Counsel
California
$435K +$4.66K +80 +1%
Koshinski Asset Management
810
Koshinski Asset Management
Illinois
$435K +$102K +1,744 +32%
JSW
811
Journey Strategic Wealth
New Jersey
$430K +$100K +1,725 +32%
IAS
812
Insigneo Advisory Services
Florida
$428K -$21.5K -369 -5%
IAN
813
Integrated Advisors Network
Texas
$428K +$12.3K +211 +3%
NAMNJ
814
NorthStar Asset Management (New Jersey)
New Jersey
$426K +$15.8K +271 +4%
VT
815
Vise Technologies
New York
$426K -$221K -3,797 -35%
SA
816
Sovran Advisors
California
$422K -$58.8K -1,009 -12%
AC
817
AlphaCore Capital
California
$421K -$22.6K -388 -5%
CI Investments Inc
818
CI Investments Inc
Ontario, Canada
$420K +$49.7K +853 +14%
CWP
819
Cyndeo Wealth Partners
Florida
$420K +$4.6K +79 +1%
AV
820
ASR Vermogensbeheer
Netherlands
$420K -$3.61K -62 -0.9%
AB
821
ANB Bank
Colorado
$417K +$87.6K +1,504 +28%
NAM
822
NorthCrest Asset Manangement
Minnesota
$416K +$407K +6,982 New
IAG
823
Investmark Advisory Group
Connecticut
$416K +$2.74K +47 +0.7%
NG
824
Norden Group
Utah
$416K +$18K +309 +5%
FF
825
Fluent Financial
Texas
$416K +$398K +6,838 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.