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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 %
BWP
1326
BSW Wealth Partners
Colorado
– -$216K -3,399 Closed
FIB
1327
First Interstate Bank
Montana
– -$215K -3,386 Closed
SIA
1328
Schechter Investment Advisors
Michigan
– -$214K -3,373 Closed
LCM
1329
Lazari Capital Management
California
– -$213K -3,359 Closed
PMSA
1330
Patrick M. Sweeney & Associates
Illinois
– -$212K -3,348 Closed
AL
1331
Aspiriant LLC
California
– -$212K -3,345 Closed
RSWM
1332
Robertson Stephens Wealth Management
California
– -$211K -3,321 Closed
SWP
1333
Semus Wealth Partners
Florida
– -$208K -3,284 Closed
Empower Advisory Group
1334
Empower Advisory Group
Colorado
– -$208K -3,274 Closed
MTC
1335
McDaniel Terry & Co
Texas
– -$207K -3,269 Closed
PS
1336
Planned Solutions
California
– -$206K -3,245 Closed
TF
1337
Trek Financial
Arizona
– -$206K -3,243 Closed
QWP
1338
Quotient Wealth Partners
Texas
– -$205K -3,235 Closed
SB
1339
Strategic Blueprint
Georgia
– -$204K -3,219 Closed
CC
1340
Commons Capital
Massachusetts
– -$204K -3,216 Closed
ST
1341
Somerset Trust
Pennsylvania
– -$204K -3,216 Closed
OWA
1342
Octavia Wealth Advisors
Ohio
– -$203K -3,201 Closed
DE
1343
Diversified Enterprises
Delaware
– -$203K -3,201 Closed
Koshinski Asset Management
1344
Koshinski Asset Management
Illinois
– -$203K -3,195 Closed
FA
1345
Financial Alternatives
California
– -$200K -3,159 Closed
NP
1346
Nilsine Partners
Colorado
– -$200K -3,154 Closed
RIA
1347
Realta Investment Advisors
Delaware
– -$194K -3,124 Closed
AA
1348
Alta Advisers
United Kingdom
– -$133K -2,100 Closed
BWP
1349
Baldwin Wealth Partners
Massachusetts
– -$129K -2,040 Closed
FAM
1350
Flaharty Asset Management
Florida
– -$125K -1,965 Closed
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