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Realty Income
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Overview Fund Activity

1,246 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, 480 increasing their positions, 473 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+17
Holders Change %
+1.38%
% of All Funds
16.59%
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
480
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 %
FAM
1351
Flaharty Asset Management
Florida
– -$125K -1,965 Closed
TF
1352
Tompkins Financial
New York
– -$119K -1,871 Closed
CP
1353
Castleview Partners
Texas
– -$117K -1,841 Closed
CWM
1354
Cedar Wealth Management
California
– -$93.5K -1,475 Closed
GGI
1355
Godsey & Gibb Inc
Virginia
– -$58.3K -920 Closed
CFM
1356
Catalyst Funds Management
Australia
– -$50.7K -800 Closed
CWM
1357
Compass Wealth Management
Connecticut
– -$44.4K -700 Closed
DWS
1358
Dynamic Wealth Strategies
California
– -$44K -695 Closed
MWA
1359
MFA Wealth Advisors
Pennsylvania
– -$39.6K -625 Closed
FNWA
1360
Financial Network Wealth Advisors
Utah
– -$33.7K -532 Closed
MFC
1361
Mechanics Financial Corp
Ohio
– -$30.4K -480 Closed
PCA
1362
Providence Capital Advisors
North Carolina
– -$25.9K -408 Closed
NFA
1363
Northwest Financial Advisors
Virginia
– -$22.5K -355 Closed
HFM
1364
Hartford Financial Management
Connecticut
– -$22.2K -350 Closed
HGA
1365
Hobbs Group Advisors
South Carolina
– -$21.8K -344 Closed
APC
1366
Aspire Private Capital
North Carolina
– -$19.4K -306 Closed
RWM
1367
Reston Wealth Management
Virginia
– -$17.7K -280 Closed
CFS
1368
CGC Financial Services
Oregon
– -$15K -236 Closed
EC
1369
Elequin Capital
New York
– -$10.1K -159 Closed
PG
1370
Proffitt & Goodson
Tennessee
– -$8.74K -138 Closed
CPA
1371
Capital Performance Advisors
California
– -$8.54K -135 Closed
FC
1372
Fairscale Capital
New Hampshire
– -$7.61K -120 Closed
OA
1373
Operose Advisors
Wisconsin
– -$6.98K -110 Closed
MDCM
1374
Morgan Dempsey Capital Management
Wisconsin
– -$6.61K -104 Closed
GTAM
1375
Global Trust Asset Management
Florida
– -$6.34K -100 Closed
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