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Realty Income
O

1,189 hedge funds and large institutions have $37B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 628 increasing their positions, 291 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 291

51% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 98

37% more call options, than puts

Call options by funds: $314M | Put options by funds: $230M

3% more funds holding

Funds holding: 1,154 → 1,189 (+35)

4% more capital invested

Capital invested by funds: $35.6B → $37B (+$1.38B)

6.32% less ownership

Funds ownership: 85.67% → 79.34% (-6.3%)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
1,189
Holders Change
+35
Holders Change %
+3.03%
% of All Funds
17.13%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.24%
New
148
Increased
628
Reduced
291
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13B
2
BlackRock
BlackRock
New York
+$609M
3
Parnassus Investments
Parnassus Investments
California
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
5
JP Morgan Chase
JP Morgan Chase
New York
+$207M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$650M
2
Principal Financial Group
Principal Financial Group
Iowa
-$149M
3
Cohen & Steers
Cohen & Steers
New York
-$125M
4
Ameriprise
Ameriprise
Minnesota
-$58.1M
5
CCM
Cullen Capital Management
New York
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
376
Stock Yards Bank & Trust
Kentucky
$2.19M -$515K -9,512 -19%
RIM
377
Redwood Investment Management
Arizona
$2.19M +$2.19M +40,404 New
SPIA
378
Steward Partners Investment Advisory
New York
$2.18M -$95.2K -1,758 -4%
OFS
379
OMC Financial Services
New York
$2.17M +$2.17M +40,141 New
Allspring Global Investments
380
Allspring Global Investments
North Carolina
$2.17M +$13.8K +255 +0.6%
RBA
381
Richard Bernstein Advisors
New York
$2.16M – – –
QCM
382
Quantinno Capital Management
New York
$2.16M +$1.73M +32,016 +403%
Ensign Peak Advisors
383
Ensign Peak Advisors
Utah
$2.14M +$631K +11,645 +42%
QIM
384
Quantitative Investment Management
Virginia
$2.11M +$2.12M +39,094 New
FA
385
FDx Advisors
Illinois
$2.11M +$252K +4,649 +14%
CF
386
Centaurus Financial
California
$2.06M +$1.64M +30,263 +383%
KPWS
387
Kestra Private Wealth Services
Texas
$2.05M +$1.23M +22,793 +153%
IWA
388
Icon Wealth Advisors
Texas
$2.05M -$104K -1,921 -5%
RMC
389
Resources Management Corp
Connecticut
$2.02M +$1.79M +33,097 +763%
HCM
390
Hutner Capital Management
Vermont
$2M +$54 +1 +0%
GI
391
GAMCO Investors
Connecticut
$1.99M – – –
SNBOSCI
392
Security National Bank of Sioux City Iowa
Iowa
$1.98M +$310K +5,730 +19%
CIA
393
Cohen Investment Advisors
New Hampshire
$1.98M +$63.5K +1,172 +3%
1832 Asset Management
394
1832 Asset Management
Ontario, Canada
$1.97M +$3.95K +73 +0.2%
CTA
395
Colonial Trust Advisors
South Carolina
$1.94M -$193K -3,560 -9%
VI
396
Versor Investments
New York
$1.93M +$991K +18,296 +106%
FNBOO
397
First National Bank of Omaha
Nebraska
$1.91M -$703K -12,981 -28%
CGH
398
Crossmark Global Holdings
Texas
$1.9M +$54.3K +1,002 +3%
FSA
399
Financial Sense Advisors
California
$1.9M +$178K +3,291 +10%
TPCW
400
TD Private Client Wealth
New York
$1.88M +$496K +9,151 +36%
14 15
16
17 18

O Hedge Fund Activity: Q1 2024 in Review

1,189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2024, worth a combined $37B — up 3.9% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new O positions and 98 closed out — a net gain of 50 holders — while 628 added to existing stakes and 291 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $650M.

  • 1,189 institutional investors held Realty Income (O) as of Q1 2024, up from 1,154 in Q4 2023.
  • Funds reported $37B of Realty Income stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 148 funds opened new Realty Income positions in Q1 2024 and 98 closed out, a net change of +50 holders.
  • The largest Realty Income buyer in Q1 2024 was Vanguard Group, an estimated $1.13B added.
  • The largest Realty Income seller in Q1 2024 was Morgan Stanley, an estimated $650M sold.

Based on aggregated 13F filings for Q1 2024.