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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 %
SCA
1301
Scott Capital Advisors
Oregon
– -$244K -3,850 Closed
S
1302
Sunpointe
Missouri
– -$243K -3,832 Closed
DDC
1303
DF Dent & Co
Maryland
– -$238K -3,753 Closed
CIS
1304
Connors Investor Services
Pennsylvania
– -$238K -3,745 Closed
CG
1305
CFO4Life Group
Texas
– -$235K -3,703 Closed
BB
1306
Busey Bank
Illinois
– -$234K -3,689 Closed
PP
1307
PDS Planning
Ohio
– -$234K -3,686 Closed
SAW
1308
Signal Advisors Wealth
Michigan
– -$232K -3,664 Closed
SPC
1309
Spirepoint Private Client
Florida
– -$232K -3,655 Closed
SIMG
1310
Sonora Investment Management Group
Arizona
– -$227K -3,584 Closed
ZIM
1311
Zacks Investment Management
Illinois
– -$227K -3,573 Closed
LA
1312
LPF Advisors
Florida
– -$225K -3,544 Closed
WB
1313
WesBanco Bank
West Virginia
– -$223K -3,520 Closed
FA
1314
FDx Advisors
Illinois
– -$222K -3,499 Closed
SWIG
1315
Strategic Wealth Investment Group
Kentucky
– -$220K -3,489 Closed
SHGA
1316
Sand Hill Global Advisors
California
– -$221K -3,482 Closed
CI
1317
Conning Inc
Connecticut
– -$220K -3,467 Closed
JIC
1318
Johnson Investment Counsel
Ohio
– -$219K -3,458 Closed
SLG
1319
Silver Lake Group
California
– -$218K -3,450 Closed
SMWM
1320
Silvia McColl Wealth Management
California
– -$219K -3,450 Closed
CI
1321
CX Institutional
Indiana
– -$218K -3,442 Closed
EA
1322
Everpar Advisors
Oklahoma
– -$218K -3,439 Closed
MAWA
1323
Moss Adams Wealth Advisors
Washington
– -$218K -3,433 Closed
MWM
1324
Mindset Wealth Management
Indiana
– -$217K -3,428 Closed
LAM
1325
L2 Asset Management
Massachusetts
– -$217K -3,417 Closed
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