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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
Empower Advisory Group
976
Empower Advisory Group
Colorado
$208K +$195K +3,274 New
MTC
977
McDaniel Terry & Co
Texas
$207K +$195K +3,269 New
PS
978
Planned Solutions
California
$206K +$193K +3,245 New
TF
979
Trek Financial
Arizona
$206K +$193K +3,243 New
QWP
980
Quotient Wealth Partners
Texas
$205K +$193K +3,235 New
T
981
TOBAM
France
$205K +$15.9K +267 +9%
GIA
982
Guyasuta Investment Advisors
Pennsylvania
$205K -$167K -2,813 -47%
SB
983
Strategic Blueprint
Georgia
$204K +$192K +3,219 New
CC
984
Commons Capital
Massachusetts
$204K +$191K +3,216 New
ST
985
Somerset Trust
Pennsylvania
$204K +$191K +3,216 New
OWA
986
Octavia Wealth Advisors
Ohio
$203K +$190K +3,201 New
D
987
Diversified
Delaware
$203K +$190K +3,201 New
DE
988
Diversified Enterprises
Delaware
$203K +$190K +3,201 New
Koshinski Asset Management
989
Koshinski Asset Management
Illinois
$203K +$190K +3,195 New
RI
990
Ridgewood Investments
New Jersey
$202K +$47.1K +791 +33%
Kovitz Investment Group Partners
991
Kovitz Investment Group Partners
Illinois
$201K +$188K +3,162 New
FA
992
Financial Alternatives
California
$200K +$188K +3,159 New
NP
993
Nilsine Partners
Colorado
$200K +$188K +3,154 New
SA
994
SRH Advisors
Kansas
$197K – – –
TFIPS
995
Towarzystwo Funduszy Inwestycyjnych PZU SA
$194K +$7.14K +120 +4%
RIA
996
Realta Investment Advisors
Delaware
$194K -$726K -12,196 -80%
T
997
Tidemark
California
$183K +$1.37K +23 +0.8%
MSG
998
Main Street Group
Virginia
$176K +$54K +907 +49%
CT
999
Coastline Trust
Rhode Island
$175K +$164K +2,760 New
PIM
1000
Plato Investment Management
Australia
$171K +$140K +2,359 +684%
38 39
40
41 42

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.