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
NECFA
1251
New England Capital Financial Advisors
Connecticut
$8.88K
EWM
1252
Evolution Wealth Management
Florida
$8.51K +$1.98K +34 +32%
RTL
1253
Red Tortoise LLC
Georgia
$8.39K
BFPW
1254
BOK Financial Private Wealth
Colorado
$8.33K +$7.98K +137 New
PP
1255
PFS Partners
New Jersey
$8.32K +$117 +2 +1%
MFT
1256
Moisand Fitzgerald Tamayo
Florida
$8.27K
FFO
1257
Fortitude Family Office
Arizona
$8.27K -$35.8K -615 -82%
AFWM
1258
Abich Financial Wealth Management
Virginia
$8.21K +$7.87K +135 New
MSWA
1259
Marshall & Sterling Wealth Advisors
New York
$7.96K
ACM
1260
Accent Capital Management
Ohio
$7.29K +$6.99K +120 New
TFM
1261
TFC Financial Management
Massachusetts
$7.19K +$3.9K +67 +131%
JWM
1262
JPL Wealth Management
Colorado
$6.81K +$6.53K +112 New
LSA
1263
Leonteq Securities AG
Switzerland
$6.63K +$5.59K +96 +738%
BWAM
1264
Boyd Watterson Asset Management
Ohio
$6.26K
CFG
1265
Chapman Financial Group
Hawaii
$6.08K
GCM
1266
Gables Capital Management
Florida
$6.08K +$5.83K +100 New
NWMP
1267
Noble Wealth Management PBC
Colorado
$6.08K +$5.83K +100 New
PFA
1268
Pillar Financial Advisors
Kentucky
$5.35K +$5.13K +88 New
FIA
1269
FNY Investment Advisers
New York
$5K
KG
1270
Kilter Group
New York
$4.82K +$58 +1 +1%
MA
1271
MCF Advisors
Kentucky
$4.62K +$4.43K +76 New
FMP
1272
Financial Management Professionals
Texas
$4.17K
PWA
1273
Principia Wealth Advisory
Texas
$4.13K +$58 +1 +1%
MWM
1274
Mascoma Wealth Management
New Hampshire
$4.07K
SAM
1275
Strive Asset Management
Ohio
$4.07K +$3.9K +67 New

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.