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Realty Income
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1,240 hedge funds and large institutions have $44.1B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 533 increasing their positions, 405 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 85

59% more call options, than puts

Call options by funds: $324M | Put options by funds: $204M

38% more funds holding in top 10

Funds holding in top 10: 13 → 18 (+5)

32% more repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 405

24% more capital invested

Capital invested by funds: $35.5B → $44.1B (+$8.67B)

5% more funds holding

Funds holding: 1,178 → 1,240 (+62)

2.85% more ownership

Funds ownership: 77.15% → 79.99% (+2.8%)

Holders
1,240
Holders Change
+62
Holders Change %
+5.26%
% of All Funds
17.81%
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
533
Reduced
405
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$495M
2
UBS AM
UBS AM
Illinois
+$397M
3
RJA
Raymond James & Associates
Florida
+$185M
4
Deutsche Bank
Deutsche Bank
Germany
+$181M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$178M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$306M
2
State Street
State Street
Massachusetts
-$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$87M
4
PI
PGGM Investments
Netherlands
-$76.1M
5
CIM
Centersquare Investment Management
Pennsylvania
-$64.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1251
Paloma Partners
Connecticut
– -$3.38M -64,017 Closed
SFC
1252
Strategic Financial Concepts
Texas
– -$53.1K -43,518 Closed
HCM
1253
HGI Capital Management
New York
– -$2.26M -42,821 Closed
LSA
1254
L & S Advisors
California
– -$2.11M -40,033 Closed
Acadian Asset Management
1255
Acadian Asset Management
Massachusetts
– -$1.49M -28,251 Closed
ECM
1256
Everence Capital Management
Indiana
– -$1.4K -26,060 Closed
SW
1257
Simplicity Wealth
New Jersey
– -$1.37M -25,859 Closed
I
1258
InceptionR
California
– -$1.34M -25,503 Closed
BCM
1259
Bayesian Capital Management
New York
– -$1.21M -22,844 Closed
FRM
1260
Fox Run Management
Connecticut
– -$1.1M -20,814 Closed
SW
1261
SVB Wealth
Massachusetts
– -$1.1M -20,745 Closed
MMA
1262
Miracle Mile Advisors
California
– -$1.04M -19,625 Closed
LMIM
1263
Lockheed Martin Investment Management
Maryland
– -$1.02M -19,250 Closed
MM
1264
MQS Management
New York
– -$964K -18,260 Closed
LA
1265
LBP AM
France
– -$932K -17,654 Closed
MF
1266
Magnetar Financial
Illinois
– -$928K -17,577 Closed
BC
1267
Bridgefront Capital
Texas
– -$783K -14,821 Closed
OTL
1268
Oak Thistle LLC
New York
– -$776K -14,694 Closed
UOC
1269
UBS O'Connor
Illinois
– -$755K -14,300 Closed
OHWA
1270
Oak Hill Wealth Advisors
Virginia
– -$844K -14,183 Closed
PRC
1271
Pearl River Capital
Michigan
– -$688K -13,028 Closed
MG
1272
Marex Group
– -$687K -13,000 Closed
Nomura Holdings
1273
Nomura Holdings
Japan
– -$665K -12,595 Closed
WAAG
1274
Wealth Alliance Advisory Group
Kansas
– -$492K -9,307 Closed
PWLP
1275
Prio Wealth Limited Partnership
Massachusetts
– -$472K -8,931 Closed
49 50
51
52 53

O Hedge Fund Activity: Q3 2024 in Review

1,240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2024, worth a combined $44.1B — up 24% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new O positions and 85 closed out — a net gain of 72 holders — while 533 added to existing stakes and 405 trimmed.

The largest buyer was BlackRock, adding an estimated $495M. The largest seller was Cohen & Steers, cutting an estimated $306M.

  • 1,240 institutional investors held Realty Income (O) as of Q3 2024, up from 1,178 in Q2 2024.
  • Funds reported $44.1B of Realty Income stock for Q3 2024, up 24% quarter-over-quarter.
  • 157 funds opened new Realty Income positions in Q3 2024 and 85 closed out, a net change of +72 holders.
  • The largest Realty Income buyer in Q3 2024 was BlackRock, an estimated $495M added.
  • The largest Realty Income seller in Q3 2024 was Cohen & Steers, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2024.