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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
BB
1026
Busey Bank
Illinois
$226K
HA
1027
Hamel Associates
New Jersey
$225K +$216K +3,700 New
I
1028
InceptionR
California
$224K +$216K +3,707 New
DCM
1029
DGS Capital Management
New Jersey
$224K +$214K +3,678 New
MCM
1030
Monument Capital Management
Virginia
$224K +$214K +3,677 New
TPI
1031
Trust Point Inc
Wisconsin
$223K +$214K +3,671 New
SWM
1032
Shelton Wealth Management
Texas
$222K +$212K +3,646 New
TA
1033
TFB Advisors
Kansas
$221K +$219K +3,758 New
PMSA
1034
Patrick M. Sweeney & Associates
Illinois
$221K +$6.93K +119 +3%
HBT
1035
Heartland Bank & Trust
Illinois
$221K -$2.8K -48 -1%
GHA
1036
GW Henssler & Associates
Georgia
$219K +$210K +3,607 New
IAIM
1037
International Assets Investment Management
Florida
$216K
OP
1038
ORG Partners
Indiana
$216K +$5.65K +97 +3%
JIC
1039
Johnson Investment Counsel
Ohio
$215K -$18.2K -313 -8%
BA
1040
Bridgewater Associates
Connecticut
$215K +$206K +3,539 New
GAA
1041
Guardian Asset Advisors
Pennsylvania
$215K +$206K +3,536 New
NWM
1042
Northcape Wealth Management
New York
$213K +$1.17K +20 +0.6%
BF
1043
BOK Financial
Oklahoma
$213K +$72.9K +1,252 +55%
NAS
1044
NWF Advisory Services
California
$213K -$59K -1,013 -22%
CIS
1045
Connors Investor Services
Pennsylvania
$212K
EWM
1046
Empirical Wealth Management
Washington
$212K +$203K +3,491 New
MMA
1047
Miracle Mile Advisors
California
$212K +$203K +3,491 New
PFS
1048
Prospect Financial Services
New York
$212K +$203K +3,489 New
LWAM
1049
Legacy Wealth Asset Management
Minnesota
$212K +$203K +3,489 New
SHGA
1050
Sand Hill Global Advisors
California
$212K

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.