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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
GAA
926
Global Assets Advisory
Florida
$303K +$32.8K +563 +13%
CFG
927
Certior Financial Group
Pennsylvania
$301K +$12.2K +209 +4%
SW
928
Simplicity Wealth
New Jersey
$300K -$150K -2,574 -34%
CA
929
Callahan Advisors
Texas
$299K +$7.28K +125 +3%
BIG
930
Brooklyn Investment Group
New York
$299K -$4.43K -76 -1%
MFIM
931
Mesirow Financial Investment Management
Illinois
$298K -$932 -16 -0.3%
WMA
932
Wealth Management Associates
New Jersey
$297K
RIP
933
Reliant Investment Partners
North Carolina
$297K +$8.16K +140 +3%
MMA
934
Mizuho Markets Americas
New York
$296K -$18.1M -311,317 -98%
SWM
935
SeaCrest Wealth Management
New York
$294K -$19.6K -337 -6%
WFI
936
West Family Investments
California
$293K +$7.92K +136 +3%
TWM
937
TCFG Wealth Management
California
$293K -$114K -1,952 -29%
TAM
938
Titleist Asset Management
Texas
$292K -$2.8K -48 -1%
SFS
939
Stiles Financial Services
Minnesota
$291K +$1.05K +18 +0.4%
ATC
940
Argent Trust Co
Tennessee
$291K -$41.4K -711 -13%
VAM
941
Verity Asset Management
North Carolina
$289K +$277K +4,749 New
MFA
942
Mayflower Financial Advisors
Massachusetts
$287K -$11K -189 -4%
OCM
943
Orion Capital Management
California
$286K +$233K +4,000 +571%
CWP
944
Core Wealth Partners
California
$285K -$7.51K -129 -3%
AMIM
945
Aull & Monroe Investment Management
Alabama
$284K +$641 +11 +0.2%
AAB
946
ABN AMRO Bank
Netherlands
$283K +$274K +4,695 New
COCM
947
Charter Oak Capital Management
New Hampshire
$282K +$2.1K +36 +0.8%
WWM
948
Western Wealth Management
Colorado
$281K +$12.7K +218 +5%
MWM
949
Mindset Wealth Management
Indiana
$281K -$11.6K -199 -4%
BWA
950
BlueChip Wealth Advisors
Georgia
$280K +$269K +4,609 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.