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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
COCM
851
Charter Oak Capital Management
New Hampshire
$292K +$36.7K +617 +15%
SWM
852
Silverlake Wealth Management
Vermont
$290K +$893 +15 +0.3%
NWM
853
Northcape Wealth Management
New York
$289K – – –
AWM
854
Atticus Wealth Management
Florida
$288K +$1.07K +18 +0.4%
MWM
855
Modera Wealth Management
New Jersey
$287K -$2.26K -38 -0.8%
LA
856
Legacy Advisors
Pennsylvania
$287K +$270K +4,531 New
GLA
857
Good Life Advisors
Pennsylvania
$287K -$45K -756 -14%
First Manhattan
858
First Manhattan
New York
$286K -$47.6K -800 -15%
RI
859
Rinkey Investments
California
$286K +$10.4K +175 +4%
TWP
860
Tyche Wealth Partners
Texas
$284K -$11.5K -193 -4%
LF
861
Lantz Financial
Illinois
$283K +$1.78K +30 +0.7%
BFG
862
Berger Financial Group
Minnesota
$282K +$11.2K +189 +4%
Bank Julius Baer & Co
863
Bank Julius Baer & Co
Switzerland
$279K -$138K -2,319 -36%
BFM
864
Boston Financial Management
Massachusetts
$277K -$59.5K -1,000 -19%
SFG
865
Sovereign Financial Group
Connecticut
$277K -$8.93K -150 -3%
MNBTD
866
Moody National Bank Trust Division
Texas
$276K +$259K +4,356 New
GHAM
867
Gilman Hill Asset Management
Connecticut
$275K +$258K +4,341 New
AWM
868
Axxcess Wealth Management
California
$274K -$2.44K -41 -0.9%
CRI
869
Colonial River Investments
Virginia
$274K -$2.44K -41 -0.9%
CCG
870
Coastwise Capital Group
California
$273K +$29.3K +493 +13%
YWM
871
Yoder Wealth Management
California
$272K +$255K +4,293 New
JSL
872
JT Stratford LLC
Georgia
$272K +$255K +4,289 New
CFP
873
Cascade Financial Partners
California
$270K – – –
LSIA
874
LaSalle St. Investment Advisors
Illinois
$270K +$254K +4,269 New
BIG
875
Brooklyn Investment Group
New York
$270K +$253K +4,254 New
33 34
35
36 37

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.