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Realty Income
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Overview Fund Activity

1,168 hedge funds and large institutions have $35.4B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 540 increasing their positions, 382 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
-10
Holders Change %
-0.85%
% of All Funds
16.99%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
113
Increased
540
Reduced
382
Closed
107
Calls
$255M
Puts
$208M
Net Calls
+$47.9M
Net Calls Change
-$36M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$884M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$195M
3
State Street
State Street
Massachusetts
+$159M
4
BlackRock
BlackRock
New York
+$88.5M
5
RJA
Raymond James & Associates
Florida
+$77.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$811M
2
UBS AM
UBS AM
Illinois
-$280M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$222M
4
RC
Resolution Capital
Australia
-$158M
5
Prudential Financial
Prudential Financial
New Jersey
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
176
British Columbia Investment Management
British Columbia, Canada
$8.71M +$3.47M +65,628 +66%
CBOR
177
Community Bank of Raymore
Missouri
$8.68M -$6.21M -117,607 -42%
HNB
178
Huntington National Bank
Ohio
$8.59M -$76.2K -1,443 -0.9%
SCM
179
SKBA Capital Management
California
$8.47M -$26.4K -500 -0.3%
Corient Private Wealth
180
Corient Private Wealth
Florida
$8.33M +$77.6K +1,469 +0.9%
AF
181
Allworth Financial
California
$8.24M +$145K +2,516 +2%
SA
182
Sanctuary Advisors
Indiana
$8.2M +$8.2M +152,663 New
LGF
183
LGT Group Foundation
Liechtenstein
$8.17M -$38.7K -733 -0.5%
First Trust Advisors
184
First Trust Advisors
Illinois
$7.94M +$2.23M +42,225 +39%
MCM
185
MAI Capital Management
Ohio
$7.92M -$7.49M -141,892 -49%
NCM
186
Novare Capital Management
North Carolina
$7.89M -$240K -4,537 -3%
ECM
187
Evergreen Capital Management
Washington
$7.68M -$169K -3,203 -2%
TPSF
188
Texas Permanent School Fund
Texas
$7.62M -$1.46M -27,623 -16%
DnB Asset Management
189
DnB Asset Management
Norway
$7.52M +$763K +14,448 +11%
URS
190
Utah Retirement Systems
Utah
$7.5M -$111K -2,100 -1%
KAS
191
Kestra Advisory Services
Texas
$7.48M +$379K +7,171 +5%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$7.34M +$522K +9,890 +8%
US Bancorp
193
US Bancorp
Minnesota
$7.24M +$469K +8,873 +7%
Hudson Bay Capital Management
194
Hudson Bay Capital Management
Connecticut
$7.2M +$6.79M +128,634 +1,688%
FMI
195
F/M Investments
District of Columbia
$6.96M +$6.96M +131,684 New
IMC Chicago
196
IMC Chicago
Illinois
$6.88M +$2.34M +44,356 +52%
MCM
197
Mattern Capital Management
Colorado
$6.87M +$23.3K +442 +0.3%
VVP
198
Venture Visionary Partners
Ohio
$6.81M +$1.96M +37,062 +40%
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$6.79M +$3.29M +62,299 +94%
SCA
200
Snowden Capital Advisors
New York
$6.74M +$581K +11,004 +9%
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