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Realty Income
O

1,189 hedge funds and large institutions have $37B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 628 increasing their positions, 291 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 291

51% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 98

37% more call options, than puts

Call options by funds: $314M | Put options by funds: $230M

3% more funds holding

Funds holding: 1,154 → 1,189 (+35)

4% more capital invested

Capital invested by funds: $35.6B → $37B (+$1.38B)

6.32% less ownership

Funds ownership: 85.67% → 79.34% (-6.3%)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
1,189
Holders Change
+35
Holders Change %
+3.03%
% of All Funds
17.13%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.24%
New
148
Increased
628
Reduced
291
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13B
2
BlackRock
BlackRock
New York
+$609M
3
Parnassus Investments
Parnassus Investments
California
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
5
JP Morgan Chase
JP Morgan Chase
New York
+$207M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$650M
2
Principal Financial Group
Principal Financial Group
Iowa
-$149M
3
Cohen & Steers
Cohen & Steers
New York
-$125M
4
Ameriprise
Ameriprise
Minnesota
-$58.1M
5
CCM
Cullen Capital Management
New York
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WorldQuant Millennium Advisors
1201
WorldQuant Millennium Advisors
New York
– -$4.9M -85,345 Closed
SDIC
1202
South Dakota Investment Council
South Dakota
– -$4.72M -82,139 Closed
UOC
1203
UBS O'Connor
Illinois
– -$4.23M -73,710 Closed
RWM
1204
Rench Wealth Management
Texas
– -$3.97M -69,134 Closed
PIWA
1205
Prevail Innovative Wealth Advisors
Kansas
– -$3.93M -68,529 Closed
QT
1206
Quantbot Technologies
New York
– -$2.77M -48,254 Closed
PDL
1207
Portfolio Design Labs
California
– -$2.23M -38,798 Closed
BFM
1208
Boothbay Fund Management
New York
– -$2.11M -36,749 Closed
FMC
1209
First Merchants Corp
Indiana
– -$2.05M -35,680 Closed
NWM
1210
Nicola Wealth Management
British Columbia, Canada
– -$2.65M -34,900 Closed
AG
1211
Ascent Group
Virginia
– -$1.58M -29,998 Closed
ET
1212
Entropy Technologies
New York
– -$1.27M -22,171 Closed
BCP
1213
Berkeley Capital Partners
Georgia
– -$1.27M -22,147 Closed
DTL
1214
Dynamic Technology Lab
Singapore
– -$1.12M -19,497 Closed
MHS
1215
M Holdings Securities
Oregon
– -$1.1M -19,208 Closed
LCM
1216
Landscape Capital Management
New Jersey
– -$1.09M -19,068 Closed
FI
1217
FJ Investments
Utah
– -$1.06M -18,400 Closed
Impax Asset Management Group
1218
Impax Asset Management Group
United Kingdom
– -$836K -14,567 Closed
OHWA
1219
Oak Hill Wealth Advisors
Virginia
– -$756K -13,957 Closed
CCP
1220
Carmel Capital Partners
California
– -$637K -11,097 Closed
SAG
1221
SageView Advisory Group
California
– -$559K -10,123 Closed
OTL
1222
Oak Thistle LLC
New York
– -$580K -10,105 Closed
JCIA
1223
Jackson Creek Investment Advisors
Colorado
– -$572K -9,965 Closed
AWE
1224
Avidian Wealth Enterprises
Texas
– -$545K -9,487 Closed
MC
1225
Machina Capital
France
– -$531K -9,245 Closed
47 48
49
50 51

O Hedge Fund Activity: Q1 2024 in Review

1,189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2024, worth a combined $37B — up 3.9% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new O positions and 98 closed out — a net gain of 50 holders — while 628 added to existing stakes and 291 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $650M.

  • 1,189 institutional investors held Realty Income (O) as of Q1 2024, up from 1,154 in Q4 2023.
  • Funds reported $37B of Realty Income stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 148 funds opened new Realty Income positions in Q1 2024 and 98 closed out, a net change of +50 holders.
  • The largest Realty Income buyer in Q1 2024 was Vanguard Group, an estimated $1.13B added.
  • The largest Realty Income seller in Q1 2024 was Morgan Stanley, an estimated $650M sold.

Based on aggregated 13F filings for Q1 2024.