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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 %
AF
176
Allworth Financial
California
$10.9M +$1.81M +28,512 +20%
AB
177
Amalgamated Bank
New York
$10.9M -$165K -2,599 -1%
AWS
178
Atria Wealth Solutions
New York
$10.7M +$27.9K +440 +0.3%
HNB
179
Huntington National Bank
Ohio
$10.7M +$400K +6,308 +4%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.5M – – –
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$10.4M -$8.32M -131,261 -44%
Citadel Advisors
182
Citadel Advisors
Florida
$10.4M -$26.9M -424,094 -72%
SCM
183
SKBA Capital Management
California
$10.2M – – –
UIC
184
Uniplan Investment Counsel
Wisconsin
$9.92M -$932K -14,701 -9%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$9.76M -$340K -5,387 -3%
LGF
186
LGT Group Foundation
Liechtenstein
$9.72M +$65.2K +1,045 +0.7%
DnB Asset Management
187
DnB Asset Management
Norway
$9.68M +$656K +10,345 +7%
Public Sector Pension Investment Board (PSP Investments)
188
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.64M +$1.95M +30,678 +25%
ECM
189
Evergreen Capital Management
Washington
$9.59M +$371K +5,848 +4%
NCM
190
Novare Capital Management
North Carolina
$9.57M +$91.9K +1,449 +1%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$9.47M +$652K +10,287 +7%
BCIM
192
British Columbia Investment Management
British Columbia, Canada
$9.22M -$1.25M -19,637 -12%
URS
193
Utah Retirement Systems
Utah
$9.15M +$146K +2,300 +2%
SIA
194
Soltis Investment Advisors
Utah
$9.11M +$3.66M +57,694 +67%
US Bancorp
195
US Bancorp
Minnesota
$8.97M +$286K +4,516 +3%
BFM
196
Boothbay Fund Management
New York
$8.85M +$7.99M +126,036 +928%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$8.73M +$1.77M +27,890 +25%
ZP
198
Zimmer Partners
New York
$8.72M +$3.17M +50,000 +57%
CBOR
199
Community Bank of Raymore
Missouri
$8.63M -$1.79M -28,295 -17%
MCM
200
MAI Capital Management
Ohio
$8.55M -$954K -15,046 -10%
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