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Realty Income
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Overview Fund Activity

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
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
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M

Top Buyers

1
BlackRock
BlackRock
New York
$5.81B
2
UBS AM
UBS AM
Illinois
$479M
3
RJA
Raymond James & Associates
Florida
$411M
4
Deutsche Bank
Deutsche Bank
Germany
$281M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$267M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.24B
2
State Street
State Street
Massachusetts
$3.87B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$256M
4
PI
PGGM Investments
Netherlands
$0
5
CIM
Centersquare Investment Management
Pennsylvania
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
1126
Hartford Financial Management
Connecticut
$22.2K – – –
NIC
1127
Northwest Investment Counselors
Oregon
$22.2K +$22.2K +350 New
CIAS
1128
CBIZ Investment Advisory Services
Ohio
$21.9K – – –
HGA
1129
Hobbs Group Advisors
South Carolina
$21.8K +$7.36K +116 +51%
AWM
1130
Abound Wealth Management
Tennessee
$21.7K +$254 +4 +1%
TCG
1131
Transcendent Capital Group
Oklahoma
$21.6K – – –
AP
1132
Aspect Partners
Virginia
$20.6K -$888 -14 -4%
WWP
1133
WR Wealth Planners
Missouri
$20.2K – – –
FIA
1134
FNY Investment Advisers
New York
$20K +$3.33K +55 +20%
FPF
1135
First Pacific Financial
Washington
$19.7K +$19.7K +310 New
GFPC
1136
Global Financial Private Client
Florida
$19.7K +$19.7K +310 New
APC
1137
Aspire Private Capital
North Carolina
$19.4K +$190 +3 +1%
PCWA
1138
Pacific Capital Wealth Advisors
California
$18.3K -$317 -5 -2%
RWPA
1139
Richard W. Paul & Associates
Michigan
$18.2K +$381 +6 +2%
BC
1140
Barrett & Company
Rhode Island
$18K – – –
HWM
1141
Hemington Wealth Management
Virginia
$18K +$18K +313 New
RWM
1142
Reston Wealth Management
Virginia
$17.7K +$17.7K +280 New
PCMC
1143
Planning Capital Management Corporation
Pennsylvania
$17.4K +$14.9K +234 +585%
SWA
1144
SOA Wealth Advisors
New York
$17.4K – – –
SSB
1145
Sandy Spring Bank
Maryland
$17K -$1.84K -29 -10%
NAAA
1146
New Age Alpha Advisors
New York
$16.2K +$16.2K +255 New
SL
1147
Salomon & Ludwin
Virginia
$16.1K – – –
CIR
1148
Clear Investment Research
Georgia
$16.1K – – –
GSEP
1149
Golden State Equity Partners
California
$15.9K -$991K -15,628 -98%
OP
1150
ORG Partners
Indiana
$15.5K -$13K -200 -46%
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