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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.1B +$209M +3,594,127 +2%
BlackRock
2
BlackRock
New York
$6.1B +$392M +6,734,710 +7%
State Street
3
State Street
Massachusetts
$3.83B +$75.5M +1,295,936 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.73B +$83.5M +1,433,962 +5%
Parnassus Investments
5
Parnassus Investments
California
$1.1B -$18.6M -319,512 -2%
Bank of America
6
Bank of America
North Carolina
$1.03B -$52M -893,346 -5%
Morgan Stanley
7
Morgan Stanley
New York
$914M +$21.9M +376,676 +3%
Cohen & Steers
8
Cohen & Steers
New York
$771M -$96M -1,648,111 -11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$770M +$25.3M +433,602 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$754M -$26.2M -450,183 -4%
Raymond James Financial
11
Raymond James Financial
Florida
$741M +$10.2M +175,102 +1%
Northern Trust
12
Northern Trust
Illinois
$712M -$7.91M -135,856 -1%
Charles Schwab
13
Charles Schwab
California
$677M +$15M +257,125 +2%
Legal & General Group
14
Legal & General Group
United Kingdom
$600M -$5.64M -96,729 -1%
AAMU
15
APG Asset Management US
New York
$511M -$11.2M -193,095 -2%
Invesco
16
Invesco
Georgia
$491M -$9.55M -163,911 -2%
Goldman Sachs
17
Goldman Sachs
New York
$377M +$21M +360,333 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$359M +$34.5M +592,763 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$343M -$9.86M -169,320 -3%
Wells Fargo
20
Wells Fargo
California
$331M +$4.96M +85,099 +2%
UBS Group
21
UBS Group
Switzerland
$258M +$83.3M +1,430,394 +51%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$253M -$22.1M -379,904 -8%
CIM
23
Centersquare Investment Management
Pennsylvania
$248M -$30.6M -524,411 -11%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$241M +$982K +16,855 +0.4%
N
25
Nuveen
North Carolina
$230M -$9M -154,510 -4%

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.