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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 %
AL
1226
Aspiriant LLC
California
– -$267K -4,927 Closed
JIC
1227
Johnson Investment Counsel
Ohio
– -$266K -4,919 Closed
BTWM
1228
Baker Tilly Wealth Management
Wisconsin
– -$263K -4,853 Closed
ONB
1229
Old National Bancorp
Indiana
– -$261K -4,826 Closed
OFS
1230
OneAscent Financial Services
Alabama
– -$249K -4,602 Closed
CC
1231
Corton Capital
Ontario, Canada
– -$248K -4,576 Closed
HKIMG
1232
Hutchens & Kramer Investment Management Group
Indiana
– -$243K -4,548 Closed
PF
1233
Phoenix Financial
Israel
– -$244K -4,529 Closed
CCI
1234
Credit Capital Investments
New Jersey
– -$243K -4,500 Closed
MA
1235
MBA Advisors
Pennsylvania
– -$227K -4,204 Closed
H
1236
HoyleCohen
California
– -$225K -4,156 Closed
TFA
1237
Teamwork Financial Advisors
Texas
– -$225K -4,155 Closed
SPC
1238
Spirepoint Private Client
Florida
– -$224K -4,140 Closed
AA
1239
Argent Advisors
Louisiana
– -$218K -4,024 Closed
SB
1240
Strategic Blueprint
Georgia
– -$217K -4,020 Closed
CVA
1241
Central Valley Advisors
California
– -$214K -3,964 Closed
DAS
1242
Diversify Advisory Services
Utah
– -$211K -3,955 Closed
CC
1243
Commons Capital
Massachusetts
– -$209K -3,863 Closed
RIM
1244
RW Investment Management
Idaho
– -$204K -3,763 Closed
ACS
1245
Archford Capital Strategies
Illinois
– -$203K -3,757 Closed
CAM
1246
Concorde Asset Management
Michigan
– -$201K -3,749 Closed
SCA
1247
Scott Capital Advisors
Oregon
– -$204K -3,744 Closed
SWP
1248
Semus Wealth Partners
Florida
– -$202K -3,727 Closed
IWP
1249
Innova Wealth Partners
Pennsylvania
– -$202K -3,725 Closed
BB
1250
Busey Bank
Illinois
– -$201K -3,717 Closed
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