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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
BCWM
1101
Bartlett & Co Wealth Management
Ohio
$120K +$26K +447 +29%
HCM
1102
Hollencrest Capital Management
California
$118K -$15.8K -272 -12%
ITIM
1103
Indiana Trust & Investment Management
Indiana
$118K
SSG
1104
Summit Securities Group
New York
$114K -$48.4K -831 -31%
HWM
1105
HighMark Wealth Management
Minnesota
$112K +$49.8K +854 +87%
JWA
1106
JFS Wealth Advisors
Pennsylvania
$109K +$69.7K +1,197 +202%
Bank Julius Baer & Co
1107
Bank Julius Baer & Co
Switzerland
$108K
CAL
1108
Capital Analysts LLC
Pennsylvania
$108K +$11.7K +200 +13%
VCM
1109
Versant Capital Management
Arizona
$106K +$3.55K +61 +4%
CAM
1110
Chesapeake Asset Management
New York
$105K -$202K -3,467 -67%
TCOT
1111
Trust Company of Toledo
Ohio
$105K
AP
1112
Aspect Partners
Virginia
$104K +$96K +1,647 +2,353%
SWP
1113
Strategic Wealth Partners
Ohio
$103K
AIM
1114
Anchor Investment Management
South Carolina
$103K +$757 +13 +0.8%
WPA
1115
Wealth Preservation Advisors
Tennessee
$99.7K
GBT
1116
Grove Bank & Trust
Florida
$98.7K -$10.2K -175 -10%
RIL
1117
Rothschild Investment LLC
Illinois
$97.4K +$7.17K +123 +8%
ETS
1118
ESL Trust Services
New York
$97.3K
BC
1119
Bayforest Capital
United Kingdom
$96.5K +$92.5K +1,587 New
BSB
1120
Bangor Savings Bank
Maine
$93.4K
TFGT
1121
TS Financial Group (TSFG)
Illinois
$93K -$7.34K -126 -8%
MCM
1122
Manchester Capital Management
Vermont
$89K -$233 -4 -0.3%
PWM
1123
Proathlete Wealth Management
Florida
$88.6K -$34.4K -591 -29%
EP
1124
Essential Partners
California
$81.2K +$2.68K +46 +4%
MHR
1125
Matthew Hamilton Rosenberg
$80.8K -$18.9K -325 -20%

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.