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Realty Income
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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
BB
926
Busey Bank
Illinois
$234K +$220K +3,689 New
PP
927
PDS Planning
Ohio
$234K +$219K +3,686 New
WMA
928
Wealth Management Associates
New Jersey
$233K +$219K +3,676 New
YIH
929
Y-Intercept (HK)
Hong Kong
$233K +$218K +3,670 New
SAW
930
Signal Advisors Wealth
Michigan
$232K +$218K +3,664 New
SPC
931
Spirepoint Private Client
Florida
$232K +$218K +3,655 New
MA
932
MBA Advisors
Pennsylvania
$230K +$216K +3,629 New
JWA
933
JFS Wealth Advisors
Pennsylvania
$228K +$177K +2,970 +472%
EWA
934
Exencial Wealth Advisors
Oklahoma
$227K -$76.1K -1,278 -26%
SIMG
935
Sonora Investment Management Group
Arizona
$227K +$213K +3,584 New
AA
936
Ancora Advisors
Ohio
$227K -$44.6K -750 -17%
MA
937
Montag & Associates
Georgia
$227K – – –
WIM
938
Westside Investment Management
California
$227K – – –
ZIM
939
Zacks Investment Management
Illinois
$227K +$213K +3,573 New
AFA
940
Atlas Financial Advisors
California
$226K +$212K +3,570 New
LA
941
LPF Advisors
Florida
$225K +$211K +3,544 New
CWM
942
Cornerstone Wealth Management
Missouri
$224K -$24K -403 -10%
WB
943
WesBanco Bank
West Virginia
$223K +$209K +3,520 New
FA
944
FDx Advisors
Illinois
$222K +$208K +3,499 New
SCM
945
Shelton Capital Management
Colorado
$222K +$208K +3,496 New
SHGA
946
Sand Hill Global Advisors
California
$221K -$71.4K -1,200 -26%
WQ
947
Wealth Quarterback
New Jersey
$220K +$206K +3,470 New
CI
948
Conning Inc
Connecticut
$220K +$206K +3,467 New
SWIG
949
Strategic Wealth Investment Group
Kentucky
$220K +$208K +3,489 New
JIC
950
Johnson Investment Counsel
Ohio
$219K +$206K +3,458 New
36 37
38
39 40

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.