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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 %
BWG
1251
Berry Wealth Group
Texas
– -$201K -3,714 Closed
YWM
1252
Yoder Wealth Management
California
– -$201K -3,707 Closed
CA
1253
CoreCap Advisors
Michigan
– -$117K -2,167 Closed
FFWM
1254
Future Financial Wealth Management
Ohio
– -$81.2K -1,500 Closed
HFM
1255
Harvest Fund Management
China
– -$71K -1,312 Closed
SC
1256
Sawyer & Company
Massachusetts
– -$70.3K -1,300 Closed
CCMW
1257
Cypress Capital Management (Wyoming)
Wyoming
– -$65.9K -1,218 Closed
CBT
1258
CoreFirst Bank & Trust
Kansas
– -$58.4K -1,080 Closed
EC
1259
EntryPoint Capital
New York
– -$30.2K -558 Closed
APF
1260
Alaska Permanent Fund
Alaska
– -$29.1K -538 Closed
NIC
1261
Northwest Investment Counselors
Oregon
– -$27.1K -500 Closed
IGWM
1262
ICA Group Wealth Management
Colorado
– -$25.4K -469 Closed
VL
1263
Vima LLC
Michigan
– -$27.7K -437 Closed
FGAM
1264
Financial Gravity Asset Management
Texas
– -$15.9K -292 Closed
CWA
1265
Core Wealth Advisors
Florida
– -$12.3K -228 Closed
AA
1266
AlphaMark Advisors
Kentucky
– -$11K -200 Closed
GFPC
1267
Global Financial Private Client
Florida
– -$5.93K -111 Closed
FPB
1268
First PREMIER Bank
South Dakota
– -$6K -103 Closed
SIC
1269
SJS Investment Consulting
Ohio
– -$5.19K -96 Closed
JGIA
1270
Jackson Grant Investment Advisers
Connecticut
– -$1.46K -27 Closed
Loomis, Sayles & Company
1271
Loomis, Sayles & Company
Massachusetts
– -$1K -24 Closed
FSWA
1272
Financial Synergies Wealth Advisors
Texas
– -$1.14K -21 Closed
FMTCOCP
1273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$1K -19 Closed
CPA
1274
Clear Point Advisors
New York
– -$288 -5 Closed
MAWCM
1275
Mine & Arao Wealth Creation & Management
California
– -$55 -1 Closed
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