We are live on ! Find out more
O icon

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
RFP
876
Root Financial Partners
California
$344K +$45.8K +786 +16%
BA
877
Bridgewater Advisors
New York
$344K +$41.2K +707 +13%
VW
878
Vance Wealth
California
$342K
SMWM
879
Silvia McColl Wealth Management
California
$341K +$28K +480 +9%
WI
880
Westbourne Investments
Virginia
$340K +$51.3K +880 +18%
DCM
881
Dudley Capital Management
Virginia
$339K -$4.78K -82 -1%
RC
882
Rexford Capital
Texas
$339K -$10.5K -180 -3%
SFG
883
Sovereign Financial Group
Connecticut
$336K +$14.2K +244 +5%
CSI
884
Cross Staff Investments
New York
$335K
CPCPP
885
Canada Post Corporation Pension Plan
Canada
$334K -$280K -4,800 -47%
ESB
886
Essex Savings Bank
Connecticut
$334K -$1.28K -22 -0.4%
FMWA
887
Forvis Mazars Wealth Advisors
Missouri
$333K -$7.28K -125 -2%
PFA
888
Pure Financial Advisors
California
$331K -$3.96K -68 -1%
FIG
889
FSA Investment Group
Florida
$331K +$319K +5,475 New
SAM
890
Strategy Asset Managers
California
$331K +$7.87K +135 +3%
LF
891
Lantz Financial
Illinois
$331K +$20K +343 +7%
IIC
892
Integrated Investment Consultants
Michigan
$331K -$48.2K -828 -13%
MWM
893
Meridian Wealth Management
Kentucky
$331K -$350 -6 -0.1%
MK
894
MASTERINVEST Kapitalanlage
$331K
HPM
895
Hoxton Planning & Management
West Virginia
$330K -$8.68K -149 -3%
RDWM
896
Red Door Wealth Management
Tennessee
$330K +$58 +1 +0%
BFG
897
Berger Financial Group
Minnesota
$328K +$8.8K +151 +3%
SWM
898
Silverlake Wealth Management
Vermont
$328K -$5.07K -87 -2%
PP
899
PDS Planning
Ohio
$327K +$1.57K +27 +0.5%
TA
900
TPG Advisors
Illinois
$327K +$874 +15 +0.3%

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.