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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 %
PCFFS
1151
Pacific Center for Financial Services
California
$1.22K +$1.22K +23 New
CJ
1152
Caitlin John
Michigan
$1.21K +$52 +1 +5%
IHWM
1153
Iron Horse Wealth Management
Iowa
$1.06K – – –
SWM
1154
Sanctuary Wealth Management
Idaho
$1K – – –
FG
1155
Fairman Group
Pennsylvania
$1K – – –
CMP
1156
Coston McIsaac & Partners
Maine
$1K +$1K +26 New
DFA
1157
DHJJ Financial Advisors
Illinois
$951 – – –
CPG
1158
Cornerstone Planning Group
New Jersey
$947 +$296 +5 +45%
IC
1159
Innealta Capital
Texas
$687 +$687 +13 New
CAM
1160
Clarity Asset Management
Iowa
$667 +$51 +1 +8%
MA
1161
MCF Advisors
Kentucky
$634 – – –
LWANC
1162
Laurel Wealth Advisors (North Carolina)
North Carolina
$529 -$1.27K -24 -71%
RFG
1163
RFP Financial Group
Georgia
$386 – – –
RWM
1164
Ruedi Wealth Management
Illinois
$317 +$317 +6 New
PA
1165
Pineridge Advisors
Missouri
$227 +$227 +4 New
RFG
1166
REAP Financial Group
Texas
$211 – – –
VWA
1167
Valued Wealth Advisors
Utah
$159 – – –
DZ Bank
1168
DZ Bank
Germany
$49 +$49 +1 New
DWM
1169
Dogwood Wealth Management
Kansas
$4 -$3 – –
CVA
1170
Ceredex Value Advisors
Florida
– -$40.9M -752,600 Closed
Marshall Wace
1171
Marshall Wace
United Kingdom
– -$22.5M -416,100 Closed
Millennium Management
1172
Millennium Management
New York
– -$19.7M -364,510 Closed
VCM
1173
V3 Capital Management
Texas
– -$18.3M -337,600 Closed
N
1174
Natixis
France
– -$13.1M -241,930 Closed
AIG
1175
American International Group
New York
– -$11.8M -217,494 Closed
45 46
47
48 49