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Realty Income
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Overview Fund Activity

1,144 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 465 increasing their positions, 379 reducing their positions, and 96 closing their positions.

Holders
1,144
Holders Change
+92
Holders Change %
+8.75%
% of All Funds
16.78%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
202
Increased
465
Reduced
379
Closed
96
Calls
$332M
Puts
$206M
Net Calls
+$126M
Net Calls Change
+$144M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.39B
2
BlackRock
2
BlackRock
New York
$4.04B
3
State Street
3
State Street
Massachusetts
$3.48B
4
RIM
4
Rush Island Management
New York
$192M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.54B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$444M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$6.26M
3
Northern Trust
3
Northern Trust
Illinois
$479M
4
Bank of America
4
Bank of America
North Carolina
$901M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.43B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.54B 113,920,054 +3,046,630 +3%
BlackRock
2
BlackRock
New York
$4.04B 70,366,289 +5,597,338 +9%
State Street
3
State Street
Massachusetts
$3.48B 60,352,238 +4,410,813 +8%
Cohen & Steers
4
Cohen & Steers
New York
$2.43B 42,341,746 -709,253 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.39B 24,131,622 +13,014,593 +117%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.01B 17,615,052 +912,777 +5%
Bank of America
7
Bank of America
North Carolina
$901M 15,690,941 -736,405 -4%
Invesco
8
Invesco
Georgia
$669M 11,645,447 +56,764 +0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$548M 9,542,160 +227,621 +2%
Legal & General Group
10
Legal & General Group
United Kingdom
$542M 9,437,562 +555,149 +6%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$518M 9,018,048 -253,230 -3%
Norges Bank
12
Norges Bank
Norway
$507M 8,821,427 +1,318,754 +18%
Northern Trust
13
Northern Trust
Illinois
$479M 8,342,434 -821,229 -9%
AAMU
14
APG Asset Management US
New York
$472M 8,221,575 +771,313 +10%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$444M 7,725,479 -1,699,628 -18%
Charles Schwab
16
Charles Schwab
California
$432M 7,522,670 +369,442 +5%
RC
17
Resolution Capital
Australia
$354M 6,156,728 +1,114,948 +22%
CIM
18
Centersquare Investment Management
Pennsylvania
$341M 5,938,568 -113,258 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$309M 5,379,678 -55,384 -1%
UBS AM
20
UBS AM
Illinois
$306M 5,337,639 +144,154 +3%
American Century Companies
21
American Century Companies
Missouri
$301M 5,233,504 +1,383,269 +36%
Principal Financial Group
22
Principal Financial Group
Iowa
$284M 4,951,020 +2,560,597 +107%
Wells Fargo
23
Wells Fargo
California
$254M 4,428,275 -279,829 -6%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$228M 3,972,638 +317,523 +9%
Ameriprise
25
Ameriprise
Minnesota
$214M 3,713,136 -174,006 -4%
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