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Realty Income
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Overview Fund Activity

1,110 hedge funds and large institutions have $34.3B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 495 increasing their positions, 322 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+41
Holders Change %
+3.84%
% of All Funds
17.91%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
158
Increased
495
Reduced
322
Closed
91
Calls
$193M
Puts
$144M
Net Calls
+$49M
Net Calls Change
+$2.03M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$802M
2
Cohen & Steers
Cohen & Steers
New York
$2.45B
3
RC
Resolution Capital
Australia
$278M
4
State Street
State Street
Massachusetts
$3.2B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$206M
2
ZP
Zimmer Partners
New York
$111M
3
Norges Bank
Norges Bank
Norway
$316M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCBCO
251
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.56M +$4.56M +71,952 New
VLKIM
252
Van Lanschot Kempen Investment Management
Netherlands
$4.51M +$1.01M +15,900 +29%
BFEC
253
Benjamin F. Edwards & Company
Missouri
$4.45M +$191K +3,015 +4%
PFA
254
Pathway Financial Advisers
Indiana
$4.39M +$4.39M +69,261 New
VVP
255
Venture Visionary Partners
Ohio
$4.37M +$423K +6,671 +11%
BCFS
256
Butensky & Cohen Financial Security
Florida
$4.36M +$1.69M +26,672 +63%
DWM
257
Dakota Wealth Management
Florida
$4.35M +$153K +2,407 +4%
OAM
258
Oppenheimer Asset Management
New York
$4.25M +$275K +4,330 +7%
GAM
259
Gotham Asset Management
New York
$4.25M +$2.33M +36,809 +122%
CWG
260
Cornerstone Wealth Group
North Carolina
$4.19M +$144K +2,265 +4%
LWAC
261
Laurel Wealth Advisors (California)
California
$4.17M +$2.93M +46,166 +235%
APG Asset Management
262
APG Asset Management
Netherlands
$4.11M +$2.44M +38,457 +146%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$4.09M -$171K -2,700 -4%
AWM
264
AE Wealth Management
Kansas
$4.08M +$315K +4,963 +8%
MCC
265
Money Concepts Capital
Florida
$4.01M +$1.21M +19,076 +43%
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$3.97M -$62K -978 -2%
MIM
267
Marco Investment Management
Georgia
$3.93M +$115K +1,818 +3%
IWA
268
Icon Wealth Advisors
Texas
$3.9M – – –
NB
269
Norinchukin Bank
Japan
$3.89M -$230K -3,621 -6%
PAM
270
Private Asset Management
California
$3.87M -$273K -4,310 -7%
CWM
271
Concentric Wealth Management
California
$3.86M +$102K +1,615 +3%
AM
272
AGF Management
Ontario, Canada
$3.84M +$3.84M +60,524 New
BA
273
Baugh & Associates
Georgia
$3.72M -$3.3K -52 -0.1%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$3.71M – – –
S
275
Seeyond
France
$3.7M +$171K +2,691 +5%
9 10
11
12 13