We are live on ! Find out more
O icon

Realty Income
O

1,240 hedge funds and large institutions have $44.1B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 533 increasing their positions, 405 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 85

59% more call options, than puts

Call options by funds: $324M | Put options by funds: $204M

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

32% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 405

24% more capital invested

Capital invested by funds: $35.5B → $44.1B (+$8.67B)

5% more funds holding

Funds holding: 1,178 → 1,240 (+62)

2.85% more ownership

Funds ownership: 77.15% → 79.99% (+2.8%)

Holders
1,240
Holders Change
+62
Holders Change %
+5.26%
% of All Funds
17.81%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
533
Reduced
405
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$495M
2
UBS AM
UBS AM
Illinois
+$397M
3
RJA
Raymond James & Associates
Florida
+$185M
4
Deutsche Bank
Deutsche Bank
Germany
+$181M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$178M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$306M
2
State Street
State Street
Massachusetts
-$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$87M
4
PI
PGGM Investments
Netherlands
-$76.1M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$276M -$39M -655,247 -13%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$275M +$4.68M +78,562 +2%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$267M +$178M +2,991,484 +246%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$256M -$87M -1,461,269 -27%
American Century Companies
30
American Century Companies
Missouri
$249M -$10.3M -173,244 -4%
RIM
31
Rush Island Management
New York
$223M -$19.9M -334,045 -9%
BG
32
Bahl & Gaynor
Ohio
$215M +$189K +3,178 +0.1%
ProShare Advisors
33
ProShare Advisors
Maryland
$205M -$13.6M -228,943 -7%
SEI Investments
34
SEI Investments
Pennsylvania
$202M +$936K +15,721 +0.5%
UBS Group
35
UBS Group
Switzerland
$195M +$39.4M +661,661 +27%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$193M -$540K -9,068 -0.3%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$192M +$62.8M +1,056,025 +54%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$189M -$12.1M -203,268 -6%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$182M +$15.1M +253,892 +10%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$175M +$159M +2,675,266 +3,150%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$175M +$26.3M +441,403 +19%
Goldman Sachs
42
Goldman Sachs
New York
$172M +$26.1M +439,064 +19%
Swiss National Bank
43
Swiss National Bank
Switzerland
$164M +$2.09M +35,100 +1%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$151M +$2.15M +36,046 +2%
SI
45
Scharf Investments
California
$147M -$10.2M -172,026 -7%
LIMS
46
Lasalle Investment Management Securities
Maryland
$142M +$1.49M +25,078 +1%
Federated Hermes
47
Federated Hermes
Pennsylvania
$141M +$4.91M +82,437 +4%
Principal Financial Group
48
Principal Financial Group
Iowa
$139M +$4.41M +74,185 +4%
Ameriprise
49
Ameriprise
Minnesota
$139M -$8.35M -140,347 -6%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$138M +$65.9M +1,107,493 +102%
1
2
3 4 5

O Hedge Fund Activity: Q3 2024 in Review

1,240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2024, worth a combined $44.1B — up 24% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new O positions and 85 closed out — a net gain of 72 holders — while 533 added to existing stakes and 405 trimmed.

The largest buyer was BlackRock, adding an estimated $495M. The largest seller was Cohen & Steers, cutting an estimated $306M.

  • 1,240 institutional investors held Realty Income (O) as of Q3 2024, up from 1,178 in Q2 2024.
  • Funds reported $44.1B of Realty Income stock for Q3 2024, up 24% quarter-over-quarter.
  • 157 funds opened new Realty Income positions in Q3 2024 and 85 closed out, a net change of +72 holders.
  • The largest Realty Income buyer in Q3 2024 was BlackRock, an estimated $495M added.
  • The largest Realty Income seller in Q3 2024 was Cohen & Steers, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2024.