Realty Income

O • NYSE

Realty Income is a reit - retail company in the real estate sector on NYSE, led by Sumit Roy, with a market cap of $55.7B. As of Q3 2025, 77% of shares are held by 1,285 institutional investors, with VANGUARD GROUP INC as the largest holder at 16.38%.

CEOSumit Roy

Market Cap$55.7B

REIT - Retail

Real Estate

Employees418.0

Websiterealtyincome.com

Country

United States of America

Overview

Overview of institutional ownership in O as of Q3 2025 with a market cap of $55.6B

All Institutions

Institutions: 1,285
Value Held: $42.8B
Shares Held: 704.1M
Avg Position: $33.3M
Median Position: $803.3K

Hedge Funds

Hedge Funds: 40
Value Held: $354.9M
Shares Held: 5.8M
Avg Position: $8.9M
Median Position: $1.1M

Ownership Breakdown

Institutional (non-HF)

76.37%

$42.4B

Hedge Funds

0.639%

$354.9M

Retail & Other

22.99%

$12.8B

Based on market cap of $55.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in O as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$9.1B 0.14% of portfolio	16.38% 149.7M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$6.1B 0.11% of portfolio	10.98% 100.4M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$3.8B 0.13% of portfolio	6.89% 63.0M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.7B 0.11% of portfolio	3.11% 28.4M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
PARNASSUS INVESTMENTS /CA Long Only Manager	Benjamin Elliot Allen CEO	$1.1B 2.53% of portfolio	1.98% 18.1M shares	Q1 2024 Held for 1y 9m	$43.4B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.0B 0.08% of portfolio	1.85% 16.9M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$914.2M 0.06% of portfolio	1.64% 15.0M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$771.4M 1.41% of portfolio	1.39% 12.7M shares	Q1 2017 Held for 8y 9m	$54.7B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$770.3M 0.17% of portfolio	1.39% 12.7M shares	≤ Q2 2013 Held for 12y 6m+	$466.34B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$754.0M 0.05% of portfolio	1.36% 12.4M shares	≤ Q2 2013 Held for 12y 6m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for O in Q3 2025

Traded: +$1.1B
Buyers: 772
Sellers: 434
Total Bought: +$2.1B
Total Sold: −$1.0B
Avg Position: $31.3M

Biggest Buyers

Institution	Net Bought	Current Position
BlackRock, Inc. Institution	+$409.4M +6.7M shares	$6.1B 100.4M shares
VANGUARD GROUP INC Institution	+$218.5M +3.6M shares	$9.1B 149.7M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$87.5M +1.4M shares	$1.7B 28.4M shares
UBS Group AG Institution	+$87.0M +1.4M shares	$257.6M 4.2M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$78.8M +1.3M shares	$209.4M 3.4M shares
STATE STREET CORP Institution	+$78.8M +1.3M shares	$3.8B 63.0M shares
FMR LLC Institution	+$68.5M +1.1M shares	$229.4M 3.8M shares
H HSBC HOLDINGS PLC Institution	+$61.4M +1.0M shares	$218.7M 3.6M shares
BARCLAYS PLC Institution	+$57.6M +946.8K shares	$166.7M 2.7M shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	+$54.1M +890.2K shares	$127.4M 2.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
AMERIPRISE FINANCIAL INC Institution	−$101.7M −1.7M shares	$72.1M 1.2M shares
COHEN & STEERS INC Institution	−$100.2M −1.6M shares	$771.4M 12.7M shares
CBRE CLARION SECURITIES LLC Real Assets	−$80.1M −1.3M shares	$172.4M 2.8M shares
BANK OF AMERICA CORP /DE/ Institution	−$54.3M −893.3K shares	$1.0B 16.9M shares
B BAHL & GAYNOR INC Institution	−$37.6M −618.3K shares	$72.0M 1.2M shares
A AXA Institution	−$37.5M −651.1K shares	Sold Off 0 shares
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets	−$36.6M −601.8K shares	$88.2M 1.5M shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	−$31.9M −524.4K shares	$248.1M 4.1M shares
C CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM Institution	−$31.2M −513.0K shares	$171.9M 2.8M shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$30.9M −508.1K shares	$78.8M 1.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited O in Q3 2025

New Positions: 60
New Value: $59.2M
Exited Positions: 84
Exited Value: $130.7M

New Positions

Institution	Position Value
J. Safra Sarasin Holding AG Fund of Funds	$26.2M 430.6K shares
Allied Investment Advisors, LLC RIA/Wealth	$10.9M 178.8K shares
ROFFMAN MILLER ASSOCIATES INC /PA/ RIA/Wealth	$3.9M 63.9K shares
DMKC Advisory Services, LLC RIA/Wealth	$2.6M 42.8K shares
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth	$2.3M 39.9K shares
E Econ Financial Services Corp Institution	$1.6M 25.6K shares
Blackstone Group L.P. Institution	$1.2M 20.2K shares
CHESAPEAKE CAPITAL CORP /IL/ Long Only Manager	$1.1M 18.4K shares
T TEMA ETFS LLC Institution	$878.2K 14.4K shares
LDR Capital Management LLC Hedge Fund•Sector	$818.2K 13.5K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$37.5M 651.1K shares
E Employees Retirement System of Texas Institution	$25.7M 446.2K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$16.0M 277.1K shares
F FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Institution	$10.7M 186.3K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$5.8M 101.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.7M 63.4K shares
Advisors Preferred, LLC Institution	$3.2M 56.1K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$3.0M 51.3K shares
D Delta Global Management LP Hedge Fund•Market Neutral	$2.6M 44.4K shares
Berry Wealth Group, LP RIA/Wealth	$2.4M 42.3K shares

Options Activity

Institutions with the largest Call and Put options positions in O as of Q3 2025

Call Positions: 32
Call Value: $406.5M
Put Positions: 29
Put Value: $273.5M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$93.2M 15.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$39.7M 6.5K contracts
J JANE STREET GROUP, LLC Institution	$36.7M 6.0K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$35.6M 5.9K contracts
TORONTO DOMINION BANK Institution	$29.8M 4.9K contracts
BANK OF AMERICA CORP /DE/ Institution	$29.2M 4.8K contracts
UBS Group AG Institution	$27.9M 4.6K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$21.4M 3.5K contracts
W WOLVERINE TRADING, LLC Institution	$15.8M 2.6K contracts
D D. E. Shaw & Co., Inc. Institution	$9.8M 1.6K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$92.4M 15.2K contracts
BANK OF AMERICA CORP /DE/ Institution	$32.3M 5.3K contracts
UBS Group AG Institution	$30.2M 5.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$18.9M 3.1K contracts
J JANE STREET GROUP, LLC Institution	$14.9M 2.5K contracts
W WOLVERINE TRADING, LLC Institution	$13.8M 2.3K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$10.5M 17.3 contracts
H HSBC HOLDINGS PLC Institution	$7.9M 1.3K contracts
P Portman Square Capital LLP Hedge Fund•Vol Arbitrage	$6.7M 1.1K contracts
GOLDMAN SACHS GROUP INC Institution	$6.5M 1.1K contracts

Most Committed Institutions

Institutions with O as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NORTHWOOD LIQUID MANAGEMENT LP Hedge Fund•Sector	Raleigh W Nuckols CIO	8.69% $126.8M	0.23% 2.1M shares	Q4 2023 Held for 2 years	$1.5B
AEW CAPITAL MANAGEMENT L P Real Assets	Jonathan E Martin CEO	7.24% $130.0M	0.23% 2.1M shares	Q2 2022 Held for 3y 6m	$1.8B
C Community Bank of Raymore RIA/Wealth	Don Lynn Ray Managing Partner	5.99% $8.7M	0.02% 142.3K shares	Q4 2014 Held for 11 years	$144.5M
A Adelante Capital Management LLC Real Assets	Michael Anthony Torres CEO	4.61% $69.0M	0.12% 1.1M shares	Q3 2022 Held for 3y 3m	$1.5B
A APG Asset Management US Inc. Pension/Endowment	Matilde Segarra Van Es CEO	3.77% $510.6M	0.92% 8.4M shares	Q1 2017 Held for 8y 9m	$13.5B
LASALLE INVESTMENT MANAGEMENT SECURITIES LP Real Assets	Ian Scott Mcwilliams Managing Partner	3.46% $88.2M	0.16% 1.5M shares	Q4 2017 Held for 8 years	$2.5B
Windle Wealth, LLC RIA/Wealth	Donald Ray Windle CCO	3.43% $7.7M	0.01% 126.2K shares	Q4 2022 Held for 3 years	$223.5M
Green Street Investors, LLC Real Assets	Craig Arthur Leupold CEO	3.10% $5.5M	0.01% 90.1K shares	Q1 2020 Held for 5y 9m	$177.0M
Dupree Financial Group, LLC RIA/Wealth	William Martin Ambrose CFO	2.91% $7.5M	0.01% 123.4K shares	Q4 2023 Held for 2 years	$257.5M
Martin Capital Partners, LLC RIA/Wealth	Cameron King Martin President	2.88% $6.6M	0.01% 107.9K shares	Q1 2024 Held for 1y 9m	$227.4M

Hedge Fund Spotlight

Discover hedge funds investing in O

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Realty Income

Market Value: $926.3K
Shares Held: 15.6K
Portfolio Weight: 0.02%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

View full profile

Realty Income

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Realty Income

Cookie Preferences