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Realty Income
O

1,189 hedge funds and large institutions have $37B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 628 increasing their positions, 291 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 291

51% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 98

37% more call options, than puts

Call options by funds: $314M | Put options by funds: $230M

3% more funds holding

Funds holding: 1,154 → 1,189 (+35)

4% more capital invested

Capital invested by funds: $35.6B → $37B (+$1.38B)

6.32% less ownership

Funds ownership: 85.67% → 79.34% (-6.3%)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

Holders
1,189
Holders Change
+35
Holders Change %
+3.03%
% of All Funds
17.13%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.24%
New
148
Increased
628
Reduced
291
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.13B
2
BlackRock
BlackRock
New York
+$609M
3
Parnassus Investments
Parnassus Investments
California
+$327M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$237M
5
JP Morgan Chase
JP Morgan Chase
New York
+$207M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$650M
2
Principal Financial Group
Principal Financial Group
Iowa
-$149M
3
Cohen & Steers
Cohen & Steers
New York
-$125M
4
Ameriprise
Ameriprise
Minnesota
-$58.1M
5
CCM
Cullen Capital Management
New York
-$56.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$13.4M -$2.55M -47,073 -16%
BCM
152
Becker Capital Management
Oregon
$13.3M +$664K +12,271 +5%
CHP
153
Castle Hook Partners
New York
$13.1M +$13.1M +242,656 New
N
154
Natixis
France
$13.1M +$13.1M +241,930 New
ASRS
155
Arizona State Retirement System
Arizona
$12.9M +$2.13M +39,289 +20%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$12.7M +$783K +14,461 +7%
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$12.6M +$1.62M +29,886 +15%
DADC
158
D.A. Davidson & Co
Montana
$12.5M +$207K +3,831 +2%
SOMRS
159
State of Michigan Retirement System
Michigan
$12.3M +$1.61M +29,700 +15%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$1.91M +35,311 +18%
BCM
161
Brookstone Capital Management
Illinois
$12M -$1.21M -22,337 -9%
KIA
162
KCM Investment Advisors
California
$11.9M +$36.3K +671 +0.3%
AIG
163
American International Group
New York
$11.8M +$1.5M +27,657 +15%
AQR Capital Management
164
AQR Capital Management
Connecticut
$11.6M +$814K +15,028 +8%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$11.6M +$3.77M +69,543 +48%
EAM
166
Eagle Asset Management
Florida
$11.5M +$2.76M +50,993 +31%
SIS
167
Sound Income Strategies
Florida
$11.3M +$11.2M +207,529 +9,199%
Creative Planning
168
Creative Planning
Kansas
$11.3M +$3.79M +69,928 +50%
UIC
169
Uniplan Investment Counsel
Wisconsin
$11M -$308K -5,692 -3%
OCBCO
170
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11M +$781K +14,415 +8%
FAF
171
Första AP-fonden
Sweden
$10.8M +$2.79M +51,600 +35%
NAM
172
Nissay Asset Management
Japan
$10.8M +$1.68M +31,058 +18%
TCOV
173
Trust Company of Vermont
Vermont
$10.6M +$1.37M +25,371 +15%
MIM
174
MetLife Investment Management
New Jersey
$10.5M +$1.03M +18,980 +11%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$10.5M +$1.42M +26,134 +16%
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O Hedge Fund Activity: Q1 2024 in Review

1,189 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2024, worth a combined $37B — up 3.9% from $35.6B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new O positions and 98 closed out — a net gain of 50 holders — while 628 added to existing stakes and 291 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.13B. The largest seller was Morgan Stanley, cutting an estimated $650M.

  • 1,189 institutional investors held Realty Income (O) as of Q1 2024, up from 1,154 in Q4 2023.
  • Funds reported $37B of Realty Income stock for Q1 2024, up 3.9% quarter-over-quarter.
  • 148 funds opened new Realty Income positions in Q1 2024 and 98 closed out, a net change of +50 holders.
  • The largest Realty Income buyer in Q1 2024 was Vanguard Group, an estimated $1.13B added.
  • The largest Realty Income seller in Q1 2024 was Morgan Stanley, an estimated $650M sold.

Based on aggregated 13F filings for Q1 2024.