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
VCM
901
Vivaldi Capital Management
Illinois
$326K -$2.56K -44 -0.8%
CFA
902
Cahill Financial Advisors
Minnesota
$323K -$58.3K -1,000 -16%
BWP
903
BSW Wealth Partners
Colorado
$323K +$310K +5,313 New
VCM
904
Virtue Capital Management
Tennessee
$320K +$57.6K +988 New
WC
905
Whitney & Co
New York
$319K -$17.5K -300 -5%
PWP
906
Phillips Wealth Planners
Mississippi
$318K -$13.1K -225 -4%
LAM
907
Lummis Asset Management
Texas
$318K
MA
908
MBA Advisors
Pennsylvania
$318K +$33.1K +569 +12%
MP
909
McDonald Partners
Ohio
$314K +$300K +5,157 New
AA
910
ALPS Advisors
Colorado
$313K +$42.2K +724 +16%
MAC
911
Mason & Associates (California)
California
$313K
AG
912
Ascent Group
Virginia
$312K +$35.5K +609 +13%
CCG
913
Coastwise Capital Group
California
$312K -$18.9K -325 -6%
YWM
914
Yoder Wealth Management
California
$311K +$18K +309 +6%
MAWA
915
Moss Adams Wealth Advisors
Washington
$311K +$8.68K +149 +3%
PWPS
916
Pinnacle Wealth Planning Services
Ohio
$310K +$66.8K +1,147 +29%
RCA
917
Resonant Capital Advisors
Wisconsin
$309K +$60.1K +1,032 +25%
BLC
918
Brown, Lisle/Cummings
Rhode Island
$309K +$5.83K +100 +2%
CM
919
Capula Management
Cayman Islands
$308K +$295K +5,062 New
First Manhattan
920
First Manhattan
New York
$307K +$31.3K +537 +12%
CWM
921
Cornerstone Wealth Management
Missouri
$306K -$68.7K -1,180 -19%
WTC
922
WhitTier Trust Company
Nevada
$306K
FAM
923
Fulcrum Asset Management
United Kingdom
$306K
CCA
924
Catalyst Capital Advisors
New York
$304K
TCWA
925
Turtle Creek Wealth Advisors
Texas
$303K +$290K +4,984 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.