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Realty Income
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Overview Fund Activity

1,144 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 465 increasing their positions, 379 reducing their positions, and 96 closing their positions.

Holders
1,144
Holders Change
+92
Holders Change %
+8.75%
% of All Funds
16.77%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
202
Increased
465
Reduced
379
Closed
96
Calls
$332M
Puts
$206M
Net Calls
+$126M
Net Calls Change
+$144M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.39B
2
BlackRock
2
BlackRock
New York
$4.04B
3
State Street
3
State Street
Massachusetts
$3.48B
4
RIM
4
Rush Island Management
New York
$192M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.54B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$444M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$6.26M
3
Northern Trust
3
Northern Trust
Illinois
$479M
4
Bank of America
4
Bank of America
North Carolina
$901M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$208M +$17.9M +311,602 +9%
RIM
27
Rush Island Management
New York
$192M +$192M +3,344,348 New
ProShare Advisors
28
ProShare Advisors
Maryland
$189M +$18.9M +329,918 +11%
BG
29
Bahl & Gaynor
Ohio
$188M -$8.33M -145,146 -4%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$184M +$12.6M +219,326 +7%
SEI Investments
31
SEI Investments
Pennsylvania
$165M +$24.4M +425,677 +17%
Prudential Financial
32
Prudential Financial
New Jersey
$159M +$83.4M +1,456,871 +110%
DPIM
33
Duff & Phelps Investment Management
Illinois
$156M +$17.5M +305,600 +13%
SI
34
Scharf Investments
California
$149M +$8.54M +148,809 +6%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$144M +$3.53M +61,267 +3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$130M +$47.2M +822,265 +57%
Swiss National Bank
37
Swiss National Bank
Switzerland
$127M +$2.92M +50,900 +2%
CIMLRA
38
CBRE Investment Management Listed Real Assets
Pennsylvania
$125M +$84.9M +1,478,577 +213%
Goldman Sachs
39
Goldman Sachs
New York
$122M -$23.4M -407,506 -16%
Deutsche Bank
40
Deutsche Bank
Germany
$121M +$68.8M +1,197,372 +131%
LIMS
41
Lasalle Investment Management Securities
Maryland
$117M +$17.6M +306,220 +18%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$113M +$44M +765,770 +64%
UBS Group
43
UBS Group
Switzerland
$111M +$29.9M +520,283 +37%
Macquarie Group
44
Macquarie Group
Australia
$110M +$6.13M +106,802 +6%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$109M +$30.9M +538,800 +40%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$107M -$7.5M -130,655 -7%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$107M -$3.86M -67,274 -3%
PI
48
PGGM Investments
Netherlands
$98.4M +$9.1M +158,562 +10%
Barclays
49
Barclays
United Kingdom
$93.6M +$20.8M +361,504 +28%
Capstone Investment Advisors
50
Capstone Investment Advisors
New York
$88.8M +$87.8M +1,529,205 +9,004%
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