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Realty Income
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Overview Fund Activity

1,245 hedge funds and large institutions have $36.6B invested in Realty Income in 2024 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 479 increasing their positions, 473 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,245
Holders Change
+16
Holders Change %
+1.3%
% of All Funds
16.58%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
177
Increased
479
Reduced
473
Closed
139
Calls
$258M
Puts
$252M
Net Calls
+$6.26M
Net Calls Change
-$114M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$702M
2
Goldman Sachs
Goldman Sachs
New York
$273M
3
UBS Group
UBS Group
Switzerland
$228M
4
Millennium Management
Millennium Management
New York
$69.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$45.5M

Top Sellers

1
RC
Resolution Capital
Australia
$0
2
Cohen & Steers
Cohen & Steers
New York
$730M
3
Deutsche Bank
Deutsche Bank
Germany
$95.5M
4
SI
Scharf Investments
California
$478K
5
Bank of America
Bank of America
North Carolina
$695M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
1276
Cypress Capital Group
Florida
– -$489K -7,714 Closed
JF
1277
Jump Financial
Illinois
– -$473K -7,452 Closed
DFCM
1278
Dark Forest Capital Management
Puerto Rico
– -$445K -7,009 Closed
STA
1279
Summit Trail Advisors
New York
– -$438K -6,912 Closed
HBT
1280
Heartland Bank & Trust
Illinois
– -$398K -6,269 Closed
MAM
1281
Milestone Asset Management
Pennsylvania
– -$393K -6,190 Closed
WHG
1282
Westwood Holdings Group
Texas
– -$367K -5,786 Closed
TCA
1283
Transcend Capital Advisors
New Jersey
– -$359K -5,663 Closed
MPM
1284
MBB Public Markets
Illinois
– -$348K -5,490 Closed
KWA
1285
Kellett Wealth Advisors
Ohio
– -$342K -5,390 Closed
WWM
1286
Whalen Wealth Management
Nevada
– -$330K -5,196 Closed
MIS
1287
Morningstar Investment Services
Illinois
– -$315K -5,015 Closed
RAG
1288
RIA Advisory Group
Iowa
– -$316K -4,986 Closed
NWM
1289
Napa Wealth Management
California
– -$313K -4,940 Closed
MA
1290
MONECO Advisors
Connecticut
– -$310K -4,894 Closed
NWM
1291
Northcape Wealth Management
New York
– -$289K -4,563 Closed
AWM
1292
Aviso Wealth Management
Washington
– -$261K -4,118 Closed
WI
1293
WrapManager Inc
California
– -$258K -4,068 Closed
PFS
1294
Prospect Financial Services
New York
– -$255K -4,019 Closed
EC
1295
EJF Capital
Virginia
– -$254K -4,000 Closed
CCIA
1296
Campbell & Co Investment Adviser
Maryland
– -$253K -3,988 Closed
CVA
1297
Central Valley Advisors
California
– -$251K -3,964 Closed
MWM
1298
Mattern Wealth Management
Kansas
– -$248K -3,906 Closed
PA
1299
PFG Advisors
Arizona
– -$247K -3,895 Closed
ANTB
1300
AMG National Trust Bank
Colorado
– -$246K -3,886 Closed
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