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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
KWS
851
Keystone Wealth Services
California
$377K +$133K +2,282 +58%
DWP
852
Daymark Wealth Partners
Ohio
$377K +$108K +1,852 +43%
CNBTD
853
Citizens National Bank Trust Department
Mississippi
$376K -$30K -515 -8%
PPC
854
Park Place Capital
Alabama
$375K +$1.75K +30 +0.5%
AWM
855
Aprio Wealth Management
Georgia
$375K +$359K +6,167 New
FMLI
856
Fukoku Mutual Life Insurance
Japan
$375K -$91.8K -1,576 -20%
PPWP
857
Premier Path Wealth Partners
New Jersey
$372K +$16.9K +290 +5%
AGP
858
Autumn Glory Partners
Texas
$370K +$69K +1,185 +24%
SIA
859
SkyView Investment Advisors
New Jersey
$366K +$408 +7 +0.1%
LWL
860
Leo Wealth LLC
Texas
$366K +$6.17K +106 +2%
TWA
861
Trace Wealth Advisors
California
$365K
SAM
862
Smartleaf Asset Management
Massachusetts
$363K +$180K +3,096 +107%
ISL
863
Ingalls & Snyder LLC
New York
$362K -$46.6K -800 -12%
SI
864
Severin Investments
Missouri
$361K +$2.33K +40 +0.7%
SWA
865
Stratos Wealth Advisors
Ohio
$358K -$20.5K -352 -6%
PCA
866
Pallas Capital Advisors
Massachusetts
$356K +$136K +2,331 +66%
1WA
867
180 Wealth Advisors
Washington
$356K +$21.8K +375 +7%
CMMS
868
Comprehensive Money Management Services
Florida
$356K +$5.83K +100 +2%
AF
869
Advisornet Financial
Minnesota
$354K +$29.5K +506 +10%
CSC
870
Caldwell Sutter Capital
California
$352K
SHFA
871
SS&H Financial Advisors
Michigan
$349K -$641 -11 -0.2%
SG
872
StoneX Group
New York
$348K +$40.6K +697 +14%
WAM
873
Wolverine Asset Management
Illinois
$347K
PIA
874
Panoramic Investment Advisors
Colorado
$346K +$3.61K +62 +1%
HI
875
Hendershot Investments
Virginia
$345K

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.