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Realty Income

1,262 hedge funds and large institutions have $36.6B invested in Realty Income in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 483 increasing their positions, 477 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 140

2% more funds holding

Funds holding: 1,2411,262 (+21)

2% more call options, than puts

Call options by funds: $258M | Put options by funds: $252M

1% more repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 477

1.57% less ownership

Funds ownership: 79.99%78.42% (-1.6%)

17% less capital invested

Capital invested by funds: $44.1B → $36.6B (-$7.51B)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
1,262
Holders Change
+21
Holders Change %
+1.69%
% of All Funds
16.62%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.18%
New
183
Increased
483
Reduced
477
Closed
140
Calls
$258M
Puts
$252M
Net Calls
+$6.26M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$228M +$69M +1,185,542 +39%
American Century Companies
27
American Century Companies
Missouri
$210M +$445K +7,640 +0.2%
CIM
28
Centersquare Investment Management
Pennsylvania
$209M -$46.9M -805,636 -17%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$206M +$47.2M +811,037 +27%
Daiwa Securities Group
30
Daiwa Securities Group
Japan
$194M -$42.2M -725,456 -17%
RIM
31
Rush Island Management
New York
$171M -$18.4M -315,850 -9%
BG
32
Bahl & Gaynor
Ohio
$171M -$11M -188,542 -6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$170M +$11.2M +193,013 +6%
ProShare Advisors
34
ProShare Advisors
Maryland
$167M -$6.7M -115,114 -4%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$154M +$8.05M +138,182 +5%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$147M -$6.1M -104,788 -4%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$146M -$2.03M -34,822 -1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$140M -$82.6M -1,418,171 -35%
Swiss National Bank
39
Swiss National Bank
Switzerland
$131M -$7.25M -124,500 -5%
LIMS
40
Lasalle Investment Management Securities
Maryland
$130M +$11.2M +192,749 +9%
SEI Investments
41
SEI Investments
Pennsylvania
$128M -$45.8M -786,167 -25%
Ameriprise
42
Ameriprise
Minnesota
$118M +$3.44M +58,991 +3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$118M -$9.8M -168,224 -7%
Principal Financial Group
44
Principal Financial Group
Iowa
$118M +$1.04M +17,789 +0.8%
National Pension Service
45
National Pension Service
South Korea
$116M +$10.8M +185,314 +9%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$114M +$29.1M +499,457 +30%
LPL Financial
47
LPL Financial
California
$112M +$3.47M +59,516 +3%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$111M +$8.63M +148,163 +8%
Nomura Asset Management
49
Nomura Asset Management
Japan
$109M +$3.56M +61,143 +3%
NSLI
50
Nan Shan Life Insurance
Taiwan
$101M

O Hedge Fund Activity: Q4 2024 in Review

1,262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2024, worth a combined $36.6B — down 17% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new O positions and 140 closed out — a net gain of 43 holders — while 483 added to existing stakes and 477 trimmed.

The largest buyer was Northern Trust, adding an estimated $223M. The largest seller was Resolution Capital, exiting entirely with an estimated $344M sold.

  • 1,262 institutional investors held Realty Income (O) as of Q4 2024, up from 1,241 in Q3 2024.
  • Funds reported $36.6B of Realty Income stock for Q4 2024, down 17% quarter-over-quarter.
  • 183 funds opened new Realty Income positions in Q4 2024 and 140 closed out, a net change of +43 holders.
  • The largest Realty Income buyer in Q4 2024 was Northern Trust, an estimated $223M added.
  • The largest Realty Income seller in Q4 2024 was Resolution Capital, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2024.