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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
SWA
1001
SFMG Wealth Advisors
Texas
$246K -$3.73K -64 -2%
WIM
1002
Westside Investment Management
California
$245K +$13.4K +230 +6%
Fisher Asset Management
1003
Fisher Asset Management
Washington
$245K -$12K -206 -5%
BRWA
1004
B. Riley Wealth Advisors
Florida
$244K -$93.3K -1,602 -28%
IG
1005
IFS Group
Pennsylvania
$244K +$235K +4,041 New
PMG
1006
ProVise Management Group
Florida
$244K +$23.8K +408 +11%
PA
1007
Procyon Advisors
Connecticut
$243K -$120K -2,065 -34%
EA
1008
Everpar Advisors
Oklahoma
$243K +$25.9K +445 +13%
PWM
1009
Prosperity Wealth Management
California
$242K
RFA
1010
Register Financial Advisors
Georgia
$241K +$231K +3,971 New
NAG
1011
Northstar Advisory Group
New Jersey
$241K
SMA
1012
Sage Mountain Advisors
Georgia
$239K +$229K +3,933 New
AFT
1013
Alpha Family Trust
California
$239K
LFM
1014
LGT Fund Management
Liechtenstein
$238K
PFM
1015
Patton Fund Management
Texas
$235K
MA
1016
MONECO Advisors
Connecticut
$234K +$1.75K +30 +0.8%
OWA
1017
Octavia Wealth Advisors
Ohio
$234K +$224K +3,853 New
MWM
1018
Mattern Wealth Management
Kansas
$234K
SFP
1019
Sandbox Financial Partners
Maryland
$234K -$6.47K -111 -3%
DIM
1020
Delta Investment Management
California
$234K -$227K -3,888 -50%
QWP
1021
Quotient Wealth Partners
Texas
$232K -$21.7K -372 -9%
MT
1022
Midwest Trust
Kansas
$232K +$13.7K +235 +7%
DDC
1023
DF Dent & Co
Maryland
$232K +$5.13K +88 +2%
MGP
1024
M&G plc
United Kingdom
$232K +$16.8K +288 +8%
S
1025
Sunpointe
Missouri
$226K +$1.57K +27 +0.7%

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.