Realty Income
1,178 hedge funds and large institutions have $35.5B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 384 reducing their positions, and 108 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 545 | Existing positions reduced: 384
23% more call options, than puts
Call options by funds: $255M | Put options by funds: $208M
5% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 108
1% less funds holding
Funds holding: 1,189 → 1,178 (-11)
4% less capital invested
Capital invested by funds: $37B → $35.5B (-$1.51B)
2.2% less ownership
Funds ownership: 79.34% → 77.15% (-2.2%)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$894M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$198M |
| 3 |
State Street
Boston,
Massachusetts
|
+$160M |
| 4 |
BlackRock
New York
|
+$89.5M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$820M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$283M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$225M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$159M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$132M |
O Hedge Fund Activity: Q2 2024 in Review
1,178 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2024, worth a combined $35.5B — down 4.1% from $37B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new O positions and 108 closed out — a net gain of 5 holders — while 545 added to existing stakes and 384 trimmed.
The largest buyer was Parnassus Investments, adding an estimated $894M. The largest seller was Cohen & Steers, cutting an estimated $820M.
- 1,178 institutional investors held Realty Income (O) as of Q2 2024, down from 1,189 in Q1 2024.
- Funds reported $35.5B of Realty Income stock for Q2 2024, down 4.1% quarter-over-quarter.
- 113 funds opened new Realty Income positions in Q2 2024 and 108 closed out, a net change of +5 holders.
- The largest Realty Income buyer in Q2 2024 was Parnassus Investments, an estimated $894M added.
- The largest Realty Income seller in Q2 2024 was Cohen & Steers, an estimated $820M sold.
Based on aggregated 13F filings for Q2 2024.