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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 %
DAM
1201
Delta Asset Management
Tennessee
$3.81K – – –
KA
1202
Kozak & Associates
Colorado
$3.32K – – –
FMP
1203
Financial Management Professionals
Texas
$3K -$1.35K -18 -31%
TCM
1204
Tradewinds Capital Management
Washington
$2.98K – – –
JFGIW
1205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.98K +$2.98K +47 New
PFP
1206
Pinnacle Financial Partners
Tennessee
$2.85K -$53.2K -839 -95%
EBA
1207
Eagle Bay Advisors
New York
$2.79K – – –
IHWM
1208
Iron Horse Wealth Management
Iowa
$2.54K +$1.27K +20 +100%
CWM
1209
CarsonAllaria Wealth Management
Illinois
$2.4K – – –
SFM
1210
Systematic Financial Management
New Jersey
$1.94K -$1.29M -19,989 -100%
VWA
1211
Valued Wealth Advisors
Utah
$1.78K +$1.59K +25 +833%
JFG
1212
JDM Financial Group
Texas
$1.78K +$1.78K +28 New
PCFFS
1213
Pacific Center for Financial Services
California
$1.46K – – –
CPG
1214
Cornerstone Planning Group
New Jersey
$1.45K +$483 +8 +50%
CJ
1215
Caitlin John
Michigan
$1.32K – – –
FG
1216
Fairman Group
Pennsylvania
$1.21K – – –
SWM
1217
Sanctuary Wealth Management
Idaho
$1.21K – – –
DFA
1218
DHJJ Financial Advisors
Illinois
$1.14K – – –
MIFH
1219
Migdal Insurance & Financial Holdings
Israel
$1K -$104K -1,245 -99%
ACA
1220
American Capital Advisory
Idaho
$888 +$888 +14 New
CAM
1221
Clarity Asset Management
Iowa
$812 – – –
MA
1222
MCF Advisors
Kentucky
$762 – – –
VAMG
1223
Voisard Asset Management Group
Michigan
$698 +$698 +11 New
WA
1224
WestEnd Advisors
North Carolina
$381 +$381 +6 New
NL
1225
NVWM LLC
Pennsylvania
$317 -$17.2K -271 -98%
47 48
49
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