O icon

Realty Income
O

Overview Fund Activity

1,177 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

Holders
1,177
Holders Change
+33
Holders Change %
+2.88%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
146
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.29B
2
BlackRock
2
BlackRock
New York
$4.42B
3
Parnassus Investments
3
Parnassus Investments
California
$327M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$343M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$625M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$656M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$119M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.17B
4
Ameriprise
4
Ameriprise
Minnesota
$142M
5
CCM
5
Cullen Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.29B 134,768,614 +20,848,560 +18%
BlackRock
2
BlackRock
New York
$4.42B 81,616,252 +11,249,963 +16%
State Street
3
State Street
Massachusetts
$3.31B 60,819,186 +466,948 +0.8%
Cohen & Steers
4
Cohen & Steers
New York
$2.17B 40,042,306 -2,299,440 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.14B 21,148,794 +3,533,742 +20%
Bank of America
6
Bank of America
North Carolina
$859M 15,875,324 +184,383 +1%
Morgan Stanley
7
Morgan Stanley
New York
$656M 12,119,982 -12,011,640 -50%
Norges Bank
8
Norges Bank
Norway
$634M 11,717,890 +2,896,463 +33%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$625M 11,543,951 +3,818,472 +49%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$610M 11,268,240 +1,726,080 +18%
Invesco
11
Invesco
Georgia
$605M 11,175,181 -470,266 -4%
Legal & General Group
12
Legal & General Group
United Kingdom
$569M 10,519,466 +1,081,904 +11%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$499M 9,214,683 +196,635 +2%
Northern Trust
14
Northern Trust
Illinois
$482M 8,907,107 +564,673 +7%
Charles Schwab
15
Charles Schwab
California
$479M 8,844,799 +1,322,129 +18%
AAMU
16
APG Asset Management US
New York
$450M 8,415,325 +193,750 +2%
RC
17
Resolution Capital
Australia
$367M 6,775,971 +619,243 +10%
CIM
18
Centersquare Investment Management
Pennsylvania
$365M 6,824,420 +885,852 +15%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$343M 6,343,442 +4,371,880 +222%
UBS AM
20
UBS AM
Illinois
$334M 6,164,774 +827,135 +15%
Parnassus Investments
21
Parnassus Investments
California
$327M 6,037,163 +6,037,163 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$326M 6,017,618 +637,940 +12%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$320M 5,910,614 +3,738,761 +172%
Wells Fargo
24
Wells Fargo
California
$264M 4,880,682 +452,407 +10%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$243M 4,487,373 +869,457 +24%
1
2 3 4 5