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Realty Income
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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: 14 → 15 (+1)

4% more funds holding

Funds holding: 1,283 → 1,336 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$392M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$209M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$83.5M
4
UBS Group
UBS Group
Switzerland
+$83.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$75.5M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$554M
2
Ameriprise
Ameriprise
Minnesota
-$97.5M
3
Cohen & Steers
Cohen & Steers
New York
-$96M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$76.8M
5
BC
Broadwater Capital
Massachusetts
-$64.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1051
Catalyst Financial Partners
Massachusetts
$211K -$11.2K -192 -5%
NP
1052
Nilsine Partners
Colorado
$211K +$202K +3,469 New
RCM
1053
Requisite Capital Management
Texas
$210K +$201K +3,457 New
WB
1054
WesBanco Bank
West Virginia
$210K +$201K +3,452 New
GPW
1055
Genesis Private Wealth
Virginia
$209K -$2.68K -46 -1%
TF
1056
Trek Financial
Arizona
$209K -$6.06K -104 -3%
SLG
1057
Silver Lake Group
California
$208K +$201K +3,450 New
CB
1058
Chris Bulman
California
$207K +$199K +3,413 New
FBB
1059
Fulton Breakefield Broenniman
Maryland
$207K +$199K +3,412 New
EGM
1060
Engineers Gate Manager
New York
$207K +$198K +3,405 New
FI
1061
Financial Insights
Washington
$207K +$198K +3,398 New
FA
1062
FDx Advisors
Illinois
$205K +$206K +3,544 New
DE
1063
Diversified Enterprises
Delaware
$205K +$196K +3,371 New
CT
1064
Caldwell Trust
Florida
$203K -$6.53K -112 -3%
BFM
1065
Boothbay Fund Management
New York
$203K +$194K +3,336 New
SWM
1066
Stockman Wealth Management
Montana
$203K +$194K +3,335 New
PFA
1067
Providence Financial Advisors
Kansas
$202K +$193K +3,315 New
HPC
1068
HM Payson & Co
Maine
$201K +$16.7K +286 +9%
SC
1069
Syon Capital
California
$201K +$192K +3,300 New
NFSG
1070
Newbridge Financial Services Group
Florida
$200K +$1.22K +21 +0.6%
WA
1071
Whipplewood Advisors
Colorado
$198K -$12.7K -218 -6%
CSB
1072
City State Bank
Iowa
$198K +$99K +1,700 +110%
AAG
1073
Armstrong Advisory Group
Massachusetts
$190K +$1.28K +22 +0.7%
SA
1074
SRH Advisors
Kansas
$188K – – –
TFA
1075
Toth Financial Advisory
Virginia
$188K – – –
41 42
43
44 45

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.