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Realty Income
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Overview Fund Activity

1,052 hedge funds and large institutions have $28.6B invested in Realty Income in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 459 increasing their positions, 383 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
-36
Holders Change %
-3.31%
% of All Funds
16.78%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
103
Increased
459
Reduced
383
Closed
127
Calls
$136M
Puts
$155M
Net Calls
-$18.3M
Net Calls Change
-$85.4M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.81B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.54B
3
BlackRock
3
BlackRock
New York
$3.23B
4
SI
4
Scharf Investments
California
$123M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$65.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$820M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.15B
3
RC
3
Resolution Capital
Australia
$252M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$471M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$65.3M +$3.77M +75,476 +6%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$65.3M +$65.3M +1,306,993 New
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.5M +$2.49M +49,892 +4%
Barclays
54
Barclays
United Kingdom
$63.4M +$7.32M +146,517 +13%
Canada Life
55
Canada Life
Manitoba, Canada
$63.2M +$3.22M +64,553 +5%
RJA
56
Raymond James & Associates
Florida
$62.9M -$562K -11,259 -0.9%
AllianceBernstein
57
AllianceBernstein
Tennessee
$61.3M -$455K -9,103 -0.7%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$60.2M -$13.8M -276,611 -19%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$57.7M +$4.2M +84,199 +8%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$56.5M +$1.45M +29,133 +3%
EIP
61
Epoch Investment Partners
New York
$55M -$3.68M -73,626 -6%
Federated Hermes
62
Federated Hermes
Pennsylvania
$54.9M -$4.97M -99,510 -8%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$51.1M +$33.3M +666,007 +187%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$50.9M -$2.43M -48,725 -5%
CS
65
Credit Suisse
Switzerland
$48.7M +$1.5M +29,995 +3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$48M +$2.94M +58,938 +7%
Amundi
67
Amundi
France
$47.3M +$1.89M +37,365 +4%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$47M +$1.9M +38,053 +4%
Osaic Holdings
69
Osaic Holdings
Arizona
$46.4M +$12.7M +254,268 +38%
Truist Financial
70
Truist Financial
North Carolina
$46.2M -$1.79M -35,767 -4%
Deutsche Bank
71
Deutsche Bank
Germany
$45.7M -$8.56M -171,462 -16%
Stifel Financial
72
Stifel Financial
Missouri
$40.8M +$2.81M +56,329 +7%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$40.5M +$40.5M +811,551 New
Franklin Resources
74
Franklin Resources
California
$40M -$4.21M -84,343 -10%
HRES
75
Heitman Real Estate Securities
Illinois
$39.9M -$478K -9,576 -1%
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