O icon

Realty Income
O

Overview Fund Activity

1,228 hedge funds and large institutions have $43.2B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 527 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+61
Holders Change %
+5.23%
% of All Funds
17.77%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
157
Increased
527
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M

Top Buyers

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

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.24B
2
State Street
2
State Street
Massachusetts
$3.87B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$256M
4
PI
4
PGGM Investments
Netherlands
$0
5
CIM
5
Centersquare Investment Management
Pennsylvania
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$275M +$4.98M +78,562 +2%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$267M +$190M +2,991,484 +246%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$256M -$92.7M -1,461,269 -27%
American Century Companies
29
American Century Companies
Missouri
$249M -$11M -173,244 -4%
RIM
30
Rush Island Management
New York
$223M -$21.2M -334,045 -9%
BG
31
Bahl & Gaynor
Ohio
$215M +$202K +3,178 +0.1%
ProShare Advisors
32
ProShare Advisors
Maryland
$205M -$14.5M -228,943 -7%
SEI Investments
33
SEI Investments
Pennsylvania
$202M +$997K +15,721 +0.5%
UBS Group
34
UBS Group
Switzerland
$195M +$42M +661,661 +27%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$193M -$575K -9,068 -0.3%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$192M +$66.9M +1,056,025 +54%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$189M -$12.9M -203,268 -6%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$182M +$16.1M +253,892 +10%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$175M +$170M +2,675,266 +3,150%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$175M +$28M +441,403 +19%
Goldman Sachs
41
Goldman Sachs
New York
$172M +$27.8M +439,064 +19%
Swiss National Bank
42
Swiss National Bank
Switzerland
$164M +$2.23M +35,100 +1%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$151M +$2.29M +36,046 +2%
SI
44
Scharf Investments
California
$147M -$10.9M -172,026 -7%
LIMS
45
Lasalle Investment Management Securities
Maryland
$142M +$1.59M +25,078 +1%
Federated Hermes
46
Federated Hermes
Pennsylvania
$141M +$5.23M +82,437 +4%
Principal Financial Group
47
Principal Financial Group
Iowa
$139M +$4.7M +74,185 +4%
Ameriprise
48
Ameriprise
Minnesota
$139M -$8.95M -140,347 -6%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$138M +$69.5M +1,107,493 +102%
LPL Financial
50
LPL Financial
California
$129M +$4.76M +75,035 +4%
1
2
3 4 5