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Realty Income
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Overview Fund Activity

1,168 hedge funds and large institutions have $35.4B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 540 increasing their positions, 382 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
-10
Holders Change %
-0.85%
% of All Funds
16.99%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
113
Increased
540
Reduced
382
Closed
107
Calls
$255M
Puts
$208M
Net Calls
+$47.9M
Net Calls Change
-$36M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$1.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.31B
3
State Street
State Street
Massachusetts
$3.37B
4
BlackRock
BlackRock
New York
$4.4B
5
RJA
Raymond James & Associates
Florida
$178M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.3B
2
UBS AM
UBS AM
Illinois
$46.1M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$264M
4
RC
Resolution Capital
Australia
$200M
5
Prudential Financial
Prudential Financial
New Jersey
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
1076
Pacific Capital Wealth Advisors
California
$15.5K +$264 +5 +2%
BC
1077
Barrett & Company
Rhode Island
$15K – – –
RWPA
1078
Richard W. Paul & Associates
Michigan
$14.8K +$5.18K +98 +54%
MHR
1079
Matthew Hamilton Rosenberg
$14.7K -$6.7K -128 -31%
NL
1080
NVWM LLC
Pennsylvania
$14.6K +$14.1K +267 +2,967%
TWP
1081
Triad Wealth Partners
Kansas
$14.6K +$14.6K +276 New
SWA
1082
SOA Wealth Advisors
New York
$14.5K -$15.1K -285 -51%
FCA
1083
FinTrust Capital Advisors
South Carolina
$14.2K -$16.6K -314 -54%
FIA
1084
FNY Investment Advisers
New York
$14K – – –
SL
1085
Salomon & Ludwin
Virginia
$13.4K – – –
CIR
1086
Clear Investment Research
Georgia
$13.4K +$211 +4 +2%
OPTFSNA
1087
Old Point Trust & Financial Services N A
Virginia
$13.2K – – –
EWM
1088
Evermay Wealth Management
Virginia
$12.6K – – –
CFS
1089
CGC Financial Services
Oregon
$12.5K – – –
FCAS
1090
First Command Advisory Services
Texas
$12.4K +$12.3K +233 +11,650%
WTA
1091
Washington Trust Advisors
Massachusetts
$12.3K +$12.3K +233 New
FHA
1092
First Horizon Advisors
Tennessee
$12.1K -$90.6K -1,716 -88%
HGA
1093
Hobbs Group Advisors
South Carolina
$12K +$12K +228 New
CCMI
1094
Creative Capital Management Investments
California
$11.9K – – –
SP
1095
SWS Partners
Ohio
$11.7K +$11.7K +221 New
SIS
1096
Strategic Investment Solutions
Illinois
$11.5K +$11.5K +200 New
S
1097
Sachetta
Massachusetts
$10.6K +$7.36K +126 +225%
HWM
1098
HighMark Wealth Management
Minnesota
$10.6K +$7.67K +148 +260%
HC
1099
Hoese & Co
Minnesota
$10.6K – – –
MSWM
1100
Mowery & Schoenfeld Wealth Management
Illinois
$10.6K – – –
42 43
44
45 46