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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
GWANC
976
Guardian Wealth Advisors (North Carolina)
North Carolina
$265K +$15.4K +265 +6%
NWMG
977
National Wealth Management Group
Ohio
$264K +$26.2K +450 +12%
ALA
978
Atlas Legacy Advisors
California
$263K +$252K +4,330 New
BWP
979
Balboa Wealth Partners
Arizona
$262K +$251K +4,317 New
BI
980
Bolthouse Investments
California
$262K
CPA
981
Court Place Advisors
Maryland
$262K +$524 +9 +0.2%
ML
982
McAdam LLC
Pennsylvania
$261K +$27.2K +467 +12%
HIC
983
Holderness Investments Company
North Carolina
$261K +$7.92K +136 +3%
AFW
984
Atlantic Family Wealth
Florida
$260K
LA
985
Latitude Advisors
Florida
$260K +$249K +4,273 New
TFIPS
986
Towarzystwo Funduszy Inwestycyjnych PZU SA
$260K
ADL
987
Asset Dedication LLC
California
$258K +$243K +4,168 +5,344%
SIMG
988
Sonora Investment Management Group
Arizona
$258K +$247K +4,238 New
PAS
989
PKS Advisory Services
New York
$258K +$247K +4,237 New
LAM
990
L2 Asset Management
Massachusetts
$257K +$14.3K +246 +6%
Los Angeles Capital Management
991
Los Angeles Capital Management
California
$256K -$7.4K -127 -3%
VA
992
VestGen Advisors
Illinois
$253K +$35.4K +607 +17%
HA
993
Huntleigh Advisors
Missouri
$252K -$116K -1,990 -32%
CTC
994
Cetera Trust Company
Minnesota
$251K
AA
995
Alta Advisers
United Kingdom
$251K
TWP
996
Tyche Wealth Partners
Texas
$250K +$7.87K +135 +3%
SCP
997
Sivia Capital Partners
California
$249K +$13.3K +228 +6%
PCM
998
Pointe Capital Management
Michigan
$249K
CAM
999
Campion Asset Management
Virginia
$248K -$6.7K -115 -3%
NJIM
1000
Nabity-Jensen Investment Management
Nebraska
$248K +$4.08K +70 +2%

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.