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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 %
CAL
1101
Capital Advisors Ltd
Ohio
$10K +$5.53K +100 +123%
BFS
1102
Bare Financial Services
Pennsylvania
$9.94K – – –
AWM
1103
Ameliora Wealth Management
Switzerland
$9.93K – – –
DJSG
1104
D.J. St. Germain
Massachusetts
$9.77K -$9.88K -187 -50%
HWP
1105
Highline Wealth Partners
California
$9.32K +$3.18K +60 +52%
CFO
1106
CVA Family Office
Colorado
$9.24K +$475 +9 +5%
OC
1107
Oakworth Capital
Alabama
$9.14K +$9.14K +173 New
FWA
1108
FSC Wealth Advisors
New York
$8.81K +$53 +1 +0.6%
IFAM
1109
Institutional & Family Asset Management
Colorado
$8.72K +$3.43K +65 +65%
SN
1110
Sittner & Nelson
Oregon
$8.61K – – –
KWAG
1111
Kiely Wealth Advisory Group
North Carolina
$8.6K – – –
IA
1112
IFS Advisors
Kansas
$8.4K – – –
AW
1113
Avion Wealth
Texas
$8K +$1.44K +29 +22%
PA
1114
PSI Advisors
Florida
$7.92K +$2.91K +55 +58%
SWS
1115
SYSTM Wealth Solutions
Illinois
$7.77K -$18.4K -348 -70%
FFO
1116
Fortitude Family Office
Arizona
$7.61K +$5.18K +98 +213%
CC
1117
Cultivar Capital
Texas
$7.4K +$7.4K +140 New
MFT
1118
Moisand Fitzgerald Tamayo
Florida
$7.18K – – –
AFWM
1119
Abich Financial Wealth Management
Virginia
$7.13K – – –
RBC
1120
Roble Belko & Company
Pennsylvania
$7K +$7K +131 New
UWS
1121
Unique Wealth Strategies
Illinois
$6.98K +$6.98K +129 New
FC
1122
Fairscale Capital
New Hampshire
$6.77K +$6.77K +120 New
IBOK
1123
Independence Bank of Kentucky
Kentucky
$6.6K -$176K -3,335 -96%
GIA
1124
GHP Investment Advisors
Colorado
$6.39K – – –
CA
1125
Crewe Advisors
Utah
$6.13K -$1.43K -27 -19%
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