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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
EAM
1151
Empirical Asset Management
Massachusetts
$55.7K +$714K +12,259 New
SL
1152
Salomon & Ludwin
Virginia
$54.2K +$37.7K +647 +259%
DMBA
1153
Deseret Mutual Benefit Administrators
Utah
$52.6K
SC
1154
SouthState Corp
Florida
$52K -$9.67K -166 -16%
IBOK
1155
Independence Bank of Kentucky
Kentucky
$51.7K
T
1156
TOBAM
France
$50K
HBW
1157
Hazlett, Burt & Watson
West Virginia
$50K +$14.6K +250 +43%
PMFA
1158
Plante Moran Financial Advisors
Michigan
$48.6K -$466 -8 -1%
SCM
1159
Silvant Capital Management
Georgia
$48.4K
KFI
1160
Key Financial Inc
Pennsylvania
$48.4K +$17K +291 +57%
MTIC
1161
Missouri Trust & Investment Company
Missouri
$48.2K -$58 -1 -0.1%
WT
1162
Whittier Trust
California
$46K
RF
1163
Rossby Financial
Florida
$45.6K
1IA
1164
1620 Investment Advisors
Massachusetts
$43.8K
MCM
1165
MV Capital Management
Maryland
$43K +$5.83K +100 +16%
MEG
1166
Millstone Evans Group
Colorado
$42.5K +$3.55K +61 +10%
FWA
1167
Flagship Wealth Advisors
Massachusetts
$42.1K
PWMG
1168
Private Wealth Management Group
New Jersey
$42.1K
BTD
1169
BankPlus Trust Department
Mississippi
$41.6K
CTB
1170
Country Trust Bank
Illinois
$41.2K +$6.76K +116 +21%
HRC
1171
Hoertkorn Richard Charles
$40.5K
LWCFA
1172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.1K
FDW
1173
Fourth Dimension Wealth
Ohio
$39K
HNB
1174
Hilltop National Bank
Wyoming
$38.4K
GKIM
1175
GW&K Investment Management
Massachusetts
$38K +$2.04K +35 +6%

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.