We are live on ! Find out more
O icon

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
DWS
1201
Dynamic Wealth Strategies
California
$24.4K +$233 +4 +1%
CB
1202
Community Bank
New York
$24.3K
PSB
1203
Piscataqua Savings Bank
New Hampshire
$24.3K
Q1WB
1204
Quest 10 Wealth Builders
Virginia
$24K -$58 -1 -0.3%
TCM
1205
TruNorth Capital Management
Michigan
$23.8K
AFG
1206
Albion Financial Group
Utah
$23.6K +$291 +5 +1%
MAM
1207
Meeder Asset Management
Ohio
$23.5K -$21.3K -366 -49%
TFA
1208
Transamerica Financial Advisors
Florida
$23.3K +$22.3K +383 New
VNA
1209
Valley National Advisers
Pennsylvania
$23K +$175 +3 +0.8%
SGK
1210
Steigerwald Gordon & Koch
Virginia
$22.5K +$21.6K +370 New
APW
1211
Aventura Private Wealth
Florida
$22.2K -$6.64K -114 -24%
MMG
1212
Monetary Management Group
Missouri
$21.9K
RWPA
1213
Richard W. Paul & Associates
Michigan
$19.9K -$58 -1 -0.3%
SWA
1214
SOA Wealth Advisors
New York
$19.5K +$2.74K +47 +17%
CIR
1215
Clear Investment Research
Georgia
$19.2K +$3.61K +62 +25%
BC
1216
Barrett & Company
Rhode Island
$18.4K
FHC
1217
First Horizon Corporation
Tennessee
$18.2K +$17.5K +300 New
BFS
1218
Bare Financial Services
Pennsylvania
$18.1K +$5.65K +97 +49%
JGIA
1219
Jackson Grant Investment Advisers
Connecticut
$18K +$58 +1 +0.3%
LWMI
1220
Legacy Wealth Management (Idaho)
Idaho
$17.5K +$5.13K +88 +44%
DWM
1221
Dogwood Wealth Management
Kansas
$17.3K +$6.17K +106 +60%
HWP
1222
Highline Wealth Partners
California
$17.1K +$1.28K +22 +8%
HWM
1223
Hemington Wealth Management
Virginia
$17K +$2.21K +38 +15%
JFGIW
1224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.2K +$10.3K +177 +197%
AWM
1225
Abound Wealth Management
Tennessee
$16.2K +$8.1K +139 +109%

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.