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Realty Income
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Overview Fund Activity

1,177 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+33
Holders Change %
+2.88%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
146
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.29B
2
BlackRock
2
BlackRock
New York
$4.42B
3
Parnassus Investments
3
Parnassus Investments
California
$327M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$343M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$625M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$656M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$119M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.17B
4
Ameriprise
4
Ameriprise
Minnesota
$142M
5
CCM
5
Cullen Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$51.2M +$6.61M +122,170 +15%
EIP
77
Epoch Investment Partners
New York
$50.5M -$7.6M -140,406 -13%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$49.2M +$3.18M +59,048 +7%
BC
79
Brookfield Corp
Ontario, Canada
$49M +$27.2M +502,098 +124%
Franklin Resources
80
Franklin Resources
California
$46.6M +$3.09M +57,193 +7%
Capstone Investment Advisors
81
Capstone Investment Advisors
New York
$46.1M -$37.5M -693,887 -45%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$44.1M +$6.09M +112,500 +16%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$41.9M -$2.25M -35,513 -5%
Victory Capital Management
84
Victory Capital Management
Texas
$41.6M +$209K +3,854 +0.5%
CVA
85
Ceredex Value Advisors
Florida
$40.9M -$2.04M -37,600 -5%
Allianz Asset Management
86
Allianz Asset Management
Germany
$38.6M +$3.5M +64,746 +10%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$38.2M +$2.95M +54,515 +8%
VF
88
Vest Financial
Virginia
$36.2M +$7M +129,407 +24%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$35.7M +$397K +7,343 +1%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32M +$901K +16,655 +3%
PS
91
Presima Securities
Quebec, Canada
$31.8M -$291K -5,372 -0.9%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$30.6M +$1.3M +24,008 +4%
Osaic Holdings
93
Osaic Holdings
Arizona
$29.8M -$4.1M -75,718 -12%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$29.6M +$4.64M +85,732 +19%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$29.5M +$5.25M +96,990 +22%
SO
96
STRS Ohio
Ohio
$29.3M +$3.38M +62,509 +13%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$28.4M +$3.19M +58,965 +13%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$27.8M +$2.48M +45,930 +10%
CAN
99
Cetera Advisor Networks
California
$27.6M +$1.53M +28,226 +6%
HRES
100
Heitman Real Estate Securities
Illinois
$27.6M -$2.89M -53,458 -9%
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4
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