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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 %
PG
1176
Proffitt & Goodson
Tennessee
$8.74K +$8.74K +138 New
MFT
1177
Moisand Fitzgerald Tamayo
Florida
$8.63K – – –
CPA
1178
Capital Performance Advisors
California
$8.54K +$8.54K +135 New
KWAG
1179
Kiely Wealth Advisory Group
North Carolina
$8.19K – – –
GIA
1180
GHP Investment Advisors
Colorado
$7.67K – – –
FC
1181
Fairscale Capital
New Hampshire
$7.61K – – –
OA
1182
Operose Advisors
Wisconsin
$6.98K – – –
CWC
1183
Carolinas Wealth Consulting
North Carolina
$6.91K +$634 +10 +10%
DF
1184
Dunhill Financial
United Kingdom
$6.86K +$3.5K +55 +104%
HWM
1185
HighMark Wealth Management
Minnesota
$6.75K -$6.3K -99 -48%
MDCM
1186
Morgan Dempsey Capital Management
Wisconsin
$6.61K +$6.61K +104 New
BWAM
1187
Boyd Watterson Asset Management
Ohio
$6.53K – – –
SWC
1188
Spectrum Wealth Counsel
Indiana
$6.34K – – –
GTAM
1189
Global Trust Asset Management
Florida
$6.34K – – –
CMA
1190
Cedar Mountain Advisors
Oregon
$6.28K +$6.28K +99 New
NRG
1191
Nemes Rush Group
Michigan
$6.06K -$14.5K -268 -71%
AW
1192
Avion Wealth
Texas
$6K -$3.56K -60 -37%
TCM
1193
Tributary Capital Management
Nebraska
$5.2K – – –
CFG
1194
CKW Financial Group
Hawaii
$5K – – –
IAIM
1195
International Assets Investment Management
Florida
$4.76K +$4.6K +291,647 +2,939%
CCM
1196
Chilton Capital Management
Texas
$4.69K -$274K -4,317 -98%
TFM
1197
TFC Financial Management
Massachusetts
$4.64K +$1.02K +16 +28%
PIS
1198
POM Investment Strategies
North Carolina
$4.57K +$63 +1 +1%
MWM
1199
Mascoma Wealth Management
New Hampshire
$4.25K – – –
CTB
1200
Country Trust Bank
Illinois
$3.93K -$17.4K -275 -82%
46 47
48
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