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Realty Income
O

1,189 hedge funds and large institutions have $37B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 628 increasing their positions, 291 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 291

51% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 98

37% more call options, than puts

Call options by funds: $314M | Put options by funds: $230M

3% more funds holding

Funds holding: 1,154 → 1,189 (+35)

4% more capital invested

Capital invested by funds: $35.6B → $37B (+$1.38B)

6.32% less ownership

Funds ownership: 85.67% → 79.34% (-6.3%)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
1,189
Holders Change
+35
Holders Change %
+3.03%
% of All Funds
17.13%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.24%
New
148
Increased
628
Reduced
291
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13B
2
BlackRock
BlackRock
New York
+$609M
3
Parnassus Investments
Parnassus Investments
California
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
5
JP Morgan Chase
JP Morgan Chase
New York
+$207M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$650M
2
Principal Financial Group
Principal Financial Group
Iowa
-$149M
3
Cohen & Steers
Cohen & Steers
New York
-$125M
4
Ameriprise
Ameriprise
Minnesota
-$58.1M
5
CCM
Cullen Capital Management
New York
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
751
Fisher Asset Management
Washington
$388K +$388K +7,166 New
AWM
752
Aviso Wealth Management
Washington
$387K +$30.6K +566 +9%
HWM
753
HB Wealth Management
Georgia
$387K -$17.3K -320 -4%
SAM
754
Shell Asset Management
Netherlands
$386K +$396K +7,311 New
GC
755
Gratus Capital
Georgia
$384K +$56.3K +1,040 +17%
VIM
756
VELA Investment Management
Ohio
$381K – – –
IB
757
Intrust Bank
Kansas
$380K +$107K +1,976 +39%
AWM
758
AllSquare Wealth Management
New York
$379K -$21.7K -400 -5%
BBHC
759
Brown Brothers Harriman & Co
New York
$377K +$308K +5,695 +450%
HH
760
Hilltop Holdings
Texas
$376K +$61.9K +1,144 +20%
AC
761
AlphaCore Capital
California
$376K +$6.33K +117 +2%
WC
762
Whitney & Co
New York
$376K +$43.3K +800 +13%
CFM
763
Catalyst Funds Management
Australia
$373K +$374K +6,900 New
BIA
764
Beacon Investment Advisors
Maryland
$373K +$18.7K +346 +5%
HS
765
Hazelview Securities
Ontario, Canada
$369K -$37M -682,800 -99%
NIWA
766
New Insight Wealth Advisors
California
$368K -$59K -1,090 -14%
RB
767
Rodgers Brothers
Pennsylvania
$365K +$27.1K +500 +8%
FLPIM
768
F.L. Putnam Investment Management
Massachusetts
$364K -$27K -499 -7%
Nomura Holdings
769
Nomura Holdings
Japan
$359K -$6.6M -121,831 -95%
BFC
770
Blue Fin Capital
Rhode Island
$359K -$20K -370 -5%
IAG
771
Investmark Advisory Group
Connecticut
$357K +$6.82K +126 +2%
First Manhattan
772
First Manhattan
New York
$357K -$56.7K -1,048 -14%
WWM
773
Western Wealth Management
Colorado
$357K +$43K +795 +14%
NG
774
Norden Group
Utah
$356K +$356K +6,580 New
ESB
775
Essex Savings Bank
Connecticut
$356K – – –
29 30
31
32 33

O Hedge Fund Activity: Q1 2024 in Review

1,189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2024, worth a combined $37B — up 3.9% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new O positions and 98 closed out — a net gain of 50 holders — while 628 added to existing stakes and 291 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $650M.

  • 1,189 institutional investors held Realty Income (O) as of Q1 2024, up from 1,154 in Q4 2023.
  • Funds reported $37B of Realty Income stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 148 funds opened new Realty Income positions in Q1 2024 and 98 closed out, a net change of +50 holders.
  • The largest Realty Income buyer in Q1 2024 was Vanguard Group, an estimated $1.13B added.
  • The largest Realty Income seller in Q1 2024 was Morgan Stanley, an estimated $650M sold.

Based on aggregated 13F filings for Q1 2024.