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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 %
OA
1126
Operose Advisors
Wisconsin
$5.81K – – –
BWAM
1127
Boyd Watterson Asset Management
Ohio
$5.44K -$15.8K -300 -74%
GTAM
1128
Global Trust Asset Management
Florida
$5.28K – – –
SWC
1129
Spectrum Wealth Counsel
Indiana
$5.28K – – –
CWC
1130
Carolinas Wealth Consulting
North Carolina
$5.23K +$1.16K +22 +29%
TFF
1131
The Family Firm
Maryland
$4.46K +$4.46K +84 New
EC
1132
Elequin Capital
New York
$4.44K +$4.44K +84 New
TCM
1133
Tributary Capital Management
Nebraska
$4.33K +$53 +1 +1%
CFG
1134
CKW Financial Group
Hawaii
$4K – – –
PIS
1135
POM Investment Strategies
North Carolina
$3.76K +$53 +1 +1%
MWM
1136
Mascoma Wealth Management
New Hampshire
$3.54K – – –
IWA
1137
IBEX Wealth Advisors
New Jersey
$3.52K -$2.37M -45,038 -100%
CP
1138
Camelot Portfolios
Ohio
$3.43K +$3.43K +65 New
DAM
1139
Delta Asset Management
Tennessee
$3.17K – – –
TFM
1140
TFC Financial Management
Massachusetts
$3.02K +$582 +11 +24%
FMP
1141
Financial Management Professionals
Texas
$3K +$1.29K +25 +76%
DF
1142
Dunhill Financial
United Kingdom
$2.79K +$53 +1 +2%
KA
1143
Kozak & Associates
Colorado
$2.71K – – –
TCM
1144
Tradewinds Capital Management
Washington
$2.48K – – –
EBA
1145
Eagle Bay Advisors
New York
$2.32K – – –
PCMC
1146
Planning Capital Management Corporation
Pennsylvania
$2.14K -$1.82K -34 -46%
CWM
1147
CarsonAllaria Wealth Management
Illinois
$1.97K +$53 +1 +3%
FHC
1148
First Heartland Consultants
Missouri
$1.83K +$31 +587 +2%
ECM
1149
Everence Capital Management
Indiana
$1.4K – – –
LFA
1150
LGT Financial Advisors
Texas
$1.22K -$30.4K -576 -96%
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