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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
CH
1076
Cromwell Holdings
Wyoming
$187K +$1.22K +21 +0.7%
AA
1077
Ancora Advisors
Ohio
$185K -$33.6K -576 -16%
YDMI
1078
Y.D. More Investments
Israel
$173K -$44.7K -767 -21%
SIC
1079
Salem Investment Counselors
North Carolina
$169K +$62.2K +1,068 +62%
CT
1080
Coastline Trust
Rhode Island
$168K
T
1081
Tidemark
California
$164K +$175 +3 +0.1%
PIM
1082
Plato Investment Management
Australia
$163K
AGWCA
1083
Annis Gardner Whiting Capital Advisors
Florida
$157K -$28.8K -495 -16%
MA
1084
Montag & Associates
Georgia
$157K
TSMHT
1085
Thurston Springer Miller Herd & Titak
Indiana
$156K -$1.94M -33,353 -93%
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$154K +$2.16K +37 +1%
CMBA
1087
C.M. Bidwell & Associates
Hawaii
$149K
CA
1088
CoreCap Advisors
Michigan
$144K -$45.9K -788 -25%
M
1089
MOTCO
Texas
$142K -$8.21K -141 -6%
C
1090
Covestor
United Kingdom
$137K +$22.5K +386 +21%
OL
1091
OneFund LLC
Florida
$137K +$4.2K +72 +3%
SIM
1092
Sentry Investment Management
Wisconsin
$136K +$135K +2,313 New
OIA
1093
Optimum Investment Advisors
Illinois
$134K +$23.3K +400 +22%
MWA
1094
Medallion Wealth Advisors
Connecticut
$133K +$5.71K +98 +5%
CTC
1095
Central Trust Company
Missouri
$129K +$4.78K +82 +4%
CSPIA
1096
Cary Street Partners Investment Advisory
Virginia
$127K +$42.7K +733 +54%
QC
1097
Quent Capital
New York
$124K +$118K +2,032 New
TWC
1098
TD Waterhouse Canada
Ontario, Canada
$122K +$17.4K +299 +17%
FP
1099
Financial Perspectives
Minnesota
$122K
CTWM
1100
Cherry Tree Wealth Management
Minnesota
$120K -$58 -1 -0.1%

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.