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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$239M +$24.5M +451,708 +11%
American Century Companies
27
American Century Companies
Missouri
$230M -$53M -978,154 -19%
UBS Group
28
UBS Group
Switzerland
$191M +$86.3M +1,594,344 +82%
RIM
29
Rush Island Management
New York
$187M +$6.12M +112,953 +3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$184M +$11.1M +205,232 +6%
BG
31
Bahl & Gaynor
Ohio
$184M +$7.48M +138,090 +4%
SEI Investments
32
SEI Investments
Pennsylvania
$184M +$28.6M +527,361 +18%
Prudential Financial
33
Prudential Financial
New Jersey
$178M +$27.3M +504,342 +18%
ProShare Advisors
34
ProShare Advisors
Maryland
$175M -$3.55M -65,582 -2%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$170M +$69.5M +1,282,620 +69%
SI
36
Scharf Investments
California
$147M +$6.64M +122,613 +5%
DPIM
37
Duff & Phelps Investment Management
Illinois
$145M -$2.41M -44,575 -2%
Ameriprise
38
Ameriprise
Minnesota
$142M -$58.1M -1,072,965 -29%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$138M +$2.34M +43,127 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$137M +$14.5M +267,455 +12%
Swiss National Bank
41
Swiss National Bank
Switzerland
$135M +$14.9M +274,781 +12%
Goldman Sachs
42
Goldman Sachs
New York
$126M +$11M +203,200 +10%
LIMS
43
Lasalle Investment Management Securities
Maryland
$122M +$11.8M +217,512 +11%
Macquarie Group
44
Macquarie Group
Australia
$120M +$16.3M +301,195 +16%
Principal Financial Group
45
Principal Financial Group
Iowa
$119M -$149M -2,752,486 -56%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$113M +$12.6M +231,889 +13%
PI
47
PGGM Investments
Netherlands
$109M +$16.4M +303,497 +18%
AllianceBernstein
48
AllianceBernstein
Tennessee
$106M +$38.7M +715,574 +57%
RJA
49
Raymond James & Associates
Florida
$103M +$37.1M +684,637 +56%
Nomura Asset Management
50
Nomura Asset Management
Japan
$95.9M +$13.7M +253,524 +17%
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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.