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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
SMWM
951
Silvia McColl Wealth Management
California
$219K +$205K +3,450 New
CI
952
CX Institutional
Indiana
$218K +$205K +3,442 New
KP
953
Keel Point
Alabama
$218K -$54.3K -913 -21%
EA
954
Everpar Advisors
Oklahoma
$218K -$78.6K -1,321 -28%
FNT
955
First Nebraska Trust
Nebraska
$218K -$59.5K -1,000 -23%
SLG
956
Silver Lake Group
California
$218K +$205K +3,450 New
MAWA
957
Moss Adams Wealth Advisors
Washington
$218K +$204K +3,433 New
MWM
958
Mindset Wealth Management
Indiana
$217K +$204K +3,428 New
MIM
959
Morningstar Investment Management
Illinois
$217K -$31.8K -535 -13%
LAM
960
L2 Asset Management
Massachusetts
$217K +$203K +3,417 New
BWP
961
BSW Wealth Partners
Colorado
$216K +$202K +3,399 New
CCFM
962
Clear Creek Financial Management
Washington
$215K +$202K +3,390 New
FIB
963
First Interstate Bank
Montana
$215K +$201K +3,386 New
SIA
964
Schechter Investment Advisors
Michigan
$214K +$201K +3,373 New
LCM
965
Lazari Capital Management
California
$213K +$200K +3,359 New
SQA
966
Simon Quick Advisors
New Jersey
$213K +$200K +3,359 New
FCP
967
Fidelis Capital Partners
Florida
$213K +$197K +3,311 New
PMSA
968
Patrick M. Sweeney & Associates
Illinois
$212K +$199K +3,348 New
AL
969
Aspiriant LLC
California
$212K +$199K +3,345 New
RSWM
970
Robertson Stephens Wealth Management
California
$211K +$198K +3,321 New
Kayne Anderson Rudnick Investment Management
971
Kayne Anderson Rudnick Investment Management
California
$210K -$536 -9 -0.3%
SP
972
Stonebrook Private
Michigan
$209K +$196K +3,291 New
SWP
973
Semus Wealth Partners
Florida
$208K +$195K +3,284 New
LS
974
Livforsakringsbolaget Skandia
Sweden
$208K +$145K +2,432 +286%
Balyasny Asset Management
975
Balyasny Asset Management
Illinois
$208K +$195K +3,276 New
37 38
39
40 41

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.