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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
$1.2B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.31B
3
State Street
State Street
Massachusetts
$3.37B
4
BlackRock
BlackRock
New York
$4.4B
5
RJA
Raymond James & Associates
Florida
$178M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.3B
2
UBS AM
UBS AM
Illinois
$46.1M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$264M
4
RC
Resolution Capital
Australia
$200M
5
Prudential Financial
Prudential Financial
New Jersey
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
201
Core Alternative Capital
Georgia
$6.73M -$807K -15,314 -11%
KBC Group
202
KBC Group
Belgium
$6.7M -$1.15M -21,809 -15%
IF
203
Insight Folios
North Carolina
$6.68M +$154K +2,918 +2%
WIM
204
WealthPlan Investment Management
Nebraska
$6.67M -$121K -2,294 -2%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$6.62M +$13.9K +337 +0.2%
LGW
206
Leslie Global Wealth
Illinois
$6.53M +$6.53M +123,552 New
M&T Bank
207
M&T Bank
New York
$6.51M +$238K +4,504 +4%
Public Sector Pension Investment Board (PSP Investments)
208
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.41M +$1.21M +22,890 +23%
X
209
Xponance
Pennsylvania
$6.39M -$475 -9 -0%
FAFTFSNP
210
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$6.39M +$6.39M +120,953 New
NYLIM
211
New York Life Investment Management
New York
$6.35M +$310K +5,864 +5%
Rafferty Asset Management
212
Rafferty Asset Management
New York
$6.35M +$1.09M +20,591 +21%
AMG
213
Advisors Management Group
Wisconsin
$6.28M -$29.8K -565 -0.5%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$6.27M -$1.8K -34 -0%
TAF
215
Tredje AP-fonden
Sweden
$6.23M – – –
IG
216
ING Group
Netherlands
$6.19M +$909K +17,213 +17%
SFA
217
Sequoia Financial Advisors
Ohio
$6.16M -$637K -12,065 -9%
MMA
218
Mizuho Markets Americas
New York
$6.15M -$3.49M -66,107 -36%
DC
219
Davenport & Co
Virginia
$6.13M +$961K +18,197 +19%
MOACM
220
Mutual of America Capital Management
New York
$6.09M +$41.1K +778 +0.7%
WW
221
Windle Wealth
Oklahoma
$6.08M +$320K +6,057 +6%
CCB
222
Country Club Bank
Missouri
$6.02M +$575K +10,962 +11%
CWM
223
CIBC World Markets
New York
$5.9M -$12.2M -230,670 -67%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$5.87M +$810K +15,326 +16%
MCM
225
Marathon Capital Management
Maryland
$5.81M +$5.01M +94,801 +627%
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