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Realty Income
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Overview Fund Activity

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
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
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M

Top Buyers

1
BlackRock
BlackRock
New York
$5.81B
2
UBS AM
UBS AM
Illinois
$479M
3
RJA
Raymond James & Associates
Florida
$411M
4
Deutsche Bank
Deutsche Bank
Germany
$281M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$267M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.24B
2
State Street
State Street
Massachusetts
$3.87B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$256M
4
PI
PGGM Investments
Netherlands
$0
5
CIM
Centersquare Investment Management
Pennsylvania
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
126
Eagle Asset Management
Florida
$20.6M +$8.61M +149,628 +72%
AQR Capital Management
127
AQR Capital Management
Connecticut
$20.5M +$3.89M +62,055 +23%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$20.4M +$4.52M +71,302 +29%
MYAM
129
Meiji Yasuda Asset Management
Japan
$19.5M -$1.93M -30,441 -9%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$19.4M -$1.25M -19,741 -6%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$19.2M +$1.17M +18,409 +6%
UM
132
UniSuper Management
Australia
$18.9M +$173K +2,725 +0.9%
BFS
133
Bradley Foster & Sargent
Connecticut
$18.6M +$853K +13,452 +5%
Calamos Advisors
134
Calamos Advisors
Illinois
$18.1M -$443K -6,990 -2%
CM
135
Churchill Management
California
$17.9M +$17.9M +281,924 New
VOYA Investment Management
136
VOYA Investment Management
Georgia
$17.1M -$1.18M -18,578 -6%
SMDAM
137
Sumitomo Mitsui DS Asset Management
Japan
$16.9M +$1M +15,775 +6%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$16.7M +$10.4M +164,971 +164%
CF
139
Corebridge Financial
Texas
$16.6M -$392K -6,185 -2%
YCM
140
Yousif Capital Management
Michigan
$16.5M -$1.06M -16,698 -6%
Creative Planning
141
Creative Planning
Kansas
$16.4M -$104K -1,632 -0.6%
MIM
142
MetLife Investment Management
New Jersey
$16M -$368K -5,796 -2%
ASRS
143
Arizona State Retirement System
Arizona
$15.8M +$1.27K +20 +0%
SIS
144
Sound Income Strategies
Florida
$15.6M +$1.12M +17,622 +8%
CIBC Asset Management
145
CIBC Asset Management
Ontario, Canada
$15.5M +$412K +6,502 +3%
BCM
146
Becker Capital Management
Oregon
$15.2M -$623K -9,819 -4%
SOMRS
147
State of Michigan Retirement System
Michigan
$15M -$82.4K -1,300 -0.5%
DADC
148
D.A. Davidson & Co
Montana
$14.5M +$247K +3,894 +2%
NAM
149
Nissay Asset Management
Japan
$14.4M +$557K +8,779 +4%
TCOV
150
Trust Company of Vermont
Vermont
$14.3M +$575K +9,064 +4%
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