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Realty Income
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Overview Fund Activity

1,244 hedge funds and large institutions have $36.5B invested in Realty Income in 2024 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 479 increasing their positions, 472 reducing their positions, and 139 closing their positions.

Holders
1,244
Holders Change
+16
Holders Change %
+1.3%
% of All Funds
16.57%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
177
Increased
479
Reduced
472
Closed
139
Calls
$258M
Puts
$252M
Net Calls
+$6.26M
Net Calls Change
-$114M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$625M
2
Raymond James Financial
2
Raymond James Financial
Florida
$554M
3
Northern Trust
3
Northern Trust
Illinois
$702M
4
Goldman Sachs
4
Goldman Sachs
New York
$273M
5
UBS Group
5
UBS Group
Switzerland
$228M

Top Sellers

1
RC
1
Resolution Capital
Australia
$0
2
Cohen & Steers
2
Cohen & Steers
New York
$730M
3
Deutsche Bank
3
Deutsche Bank
Germany
$95.5M
4
SI
4
Scharf Investments
California
$478K
5
Bank of America
5
Bank of America
North Carolina
$695M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.44B 139,236,506 +555,908 +0.4%
BlackRock
2
BlackRock
New York
$4.93B 92,374,228 +760,658 +0.8%
State Street
3
State Street
Massachusetts
$3.18B 59,603,944 -1,418,392 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.25B 23,473,694 +658,240 +3%
Parnassus Investments
5
Parnassus Investments
California
$1.21B 22,696,262 -1,751,963 -7%
Cohen & Steers
6
Cohen & Steers
New York
$730M 13,664,754 -5,886,521 -30%
Northern Trust
7
Northern Trust
Illinois
$702M 13,139,719 +3,834,403 +41%
Bank of America
8
Bank of America
North Carolina
$695M 13,004,534 -1,959,018 -13%
Morgan Stanley
9
Morgan Stanley
New York
$659M 12,332,217 -483,443 -4%
Norges Bank
10
Norges Bank
Norway
$625M 11,695,684 +11,695,684 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$623M 11,657,254 -71,343 -0.6%
Invesco
12
Invesco
Georgia
$607M 11,373,949 -337,348 -3%
Raymond James Financial
13
Raymond James Financial
Florida
$554M 10,364,580 +10,364,580 New
Charles Schwab
14
Charles Schwab
California
$534M 9,989,300 +260,071 +3%
Legal & General Group
15
Legal & General Group
United Kingdom
$517M 9,688,213 -568,693 -6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$478M 8,940,795 -1,046,598 -10%
AAMU
17
APG Asset Management US
New York
$433M 8,113,412 -36,116 -0.4%
UBS AM
18
UBS AM
Illinois
$398M 7,455,956 -89,859 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$312M 5,847,484 +50,670 +0.9%
CIMLRA
20
CBRE Investment Management Listed Real Assets
Pennsylvania
$278M 5,198,044 -833,474 -14%
Goldman Sachs
21
Goldman Sachs
New York
$273M 5,105,399 +2,389,849 +88%
Wells Fargo
22
Wells Fargo
California
$265M 4,958,769 -148,786 -3%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$245M 4,589,456 +261,162 +6%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$239M 4,469,649 -474,945 -10%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$231M 4,318,686 +110,694 +3%
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