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Realty Income
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Overview Fund Activity

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M

Top Buyers

1
BlackRock
BlackRock
New York
$5.81B
2
UBS AM
UBS AM
Illinois
$479M
3
RJA
Raymond James & Associates
Florida
$411M
4
Deutsche Bank
Deutsche Bank
Germany
$281M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$267M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.24B
2
State Street
State Street
Massachusetts
$3.87B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$256M
4
PI
PGGM Investments
Netherlands
$0
5
CIM
Centersquare Investment Management
Pennsylvania
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
226
Country Club Bank
Missouri
$7.06M -$139K -2,220 -2%
CCM
227
Canal Capital Management
Virginia
$7.03M +$387K +6,110 +6%
SG Americas Securities
228
SG Americas Securities
New York
$6.99M -$6.69M -105,510 -49%
MCM
229
Marathon Capital Management
Maryland
$6.97M +$2.09K +33 +0%
TSW
230
Thompson Siegel & Walmsley
Virginia
$6.93M +$61.1K +964 +0.9%
TA
231
Tectonic Advisors
Texas
$6.92M +$979K +15,435 +16%
UAS
232
United Asset Strategies
New York
$6.87M +$283K +4,466 +4%
SFA
233
Sequoia Financial Advisors
Ohio
$6.77M -$622K -9,815 -8%
ZB
234
Zions Bancorporation
Utah
$6.77M -$157K -2,478 -2%
MML Investors Services
235
MML Investors Services
Massachusetts
$6.66M +$75.5K +1,190 +1%
TTWM
236
TCV Trust & Wealth Management
Virginia
$6.64M +$31.5K +497 +0.5%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$6.56M -$66.5M -1,048,698 -91%
IMRF
238
Illinois Municipal Retirement Fund
Illinois
$6.56M +$4.29M +67,666 +189%
Mirae Asset Global ETFs Holdings
239
Mirae Asset Global ETFs Holdings
Hong Kong
$6.56M -$27.3K -431 -0.4%
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$6.36M +$183K +2,960 +3%
SWP
241
Stratos Wealth Partners
Ohio
$6.36M +$472K +7,446 +8%
MHI
242
Miller Howard Investments
New York
$6.28M – – –
MMA
243
Mizuho Markets Americas
New York
$6.25M -$1.13M -17,872 -15%
TC
244
TownSquare Capital
Utah
$6.17M +$409K +6,454 +7%
PS
245
Pensionfund Sabic
Netherlands
$6.14M -$602K -9,500 -9%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$6.1M +$165K +2,609 +3%
DP
247
Dearborn Partners
Illinois
$6.06M +$94.4K +1,488 +2%
TCM
248
Telos Capital Management
California
$5.96M -$433K -6,827 -7%
DFG
249
Dupree Financial Group
Kentucky
$5.95M +$44.7K +705 +0.8%
WP
250
WealthPLAN Partners
Nebraska
$5.91M -$564K -8,900 -9%
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