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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
TPWA
1401
Twin Peaks Wealth Advisors
California
-$31.1K -539 Closed
SO
1402
Sierra Ocean
California
-$26.6K -461 Closed
KGP
1403
Keystone Global Partners
Colorado
-$25.9K -449 Closed
Acadian Asset Management
1404
Acadian Asset Management
Massachusetts
-$25K -446 Closed
NC
1405
NewSquare Capital
Pennsylvania
-$23.6K -410 Closed
AT
1406
Arlington Trust
Alabama
-$23K -400 Closed
OWA
1407
Opal Wealth Advisors
New York
-$22.8K -396 Closed
CFS
1408
Compass Financial Services
Iowa
-$8.06K -140 Closed
FCAS
1409
First Command Advisory Services
Texas
-$7.03K -122 Closed
SC
1410
Solstein Capital
California
-$5.93K -103 Closed
SIC
1411
SJS Investment Consulting
Ohio
-$5.7K -99 Closed
PSFG
1412
Park Square Financial Group
Georgia
-$5.65K -98 Closed
AP
1413
Atwood & Palmer
Missouri
-$3.23K -56 Closed
PFPT
1414
Pinnacle Financial Partners (Tennessee)
Tennessee
-$2.59K -45 Closed
TCM
1415
Traub Capital Management
Massachusetts
-$2.59K -45 Closed
WCM
1416
WealthTrak Capital Management
Virginia
-$2.31K -40 Closed
CWM
1417
CarsonAllaria Wealth Management
Illinois
-$2.27K -39 Closed
SC
1418
Stephens Consulting
Michigan
-$1.27K -22 Closed
PA
1419
Pineridge Advisors
Missouri
-$1.04K -18 Closed
YP
1420
YANKCOM Partnership
South Dakota
-$1.04K -18 Closed
SWIM
1421
Smallwood Wealth Investment Management
New Jersey
-$864 -15 Closed

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.