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Realty Income
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Overview Fund Activity

1,088 hedge funds and large institutions have $33.9B invested in Realty Income in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 459 increasing their positions, 408 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-17
Holders Change %
-1.54%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
459
Reduced
408
Closed
96
Calls
$169M
Puts
$102M
Net Calls
+$67.1M
Net Calls Change
+$23M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$6.38B
2
BlackRock
BlackRock
New York
$3.7B
3
State Street
State Street
Massachusetts
$3.1B
4
Goldman Sachs
Goldman Sachs
New York
$245M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$163M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$693M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
WCP
Waterfront Capital Partners
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$10M
5
BG
Bahl & Gaynor
Ohio
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
251
Oppenheimer Asset Management
New York
$4.64M +$44.5K +745 +1%
PDN
252
Pensionfund DSM Netherlands
Netherlands
$4.62M – – –
VVP
253
Venture Visionary Partners
Ohio
$4.6M -$123K -2,056 -3%
MGP
254
Metis Global Partners
California
$4.57M +$2.69M +44,990 +143%
AAF
255
Andra AP-fonden
Sweden
$4.57M -$221K -3,700 -5%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$4.56M +$1.26M +20,998 +38%
KeyBank National Association
257
KeyBank National Association
Ohio
$4.44M -$279K -4,668 -6%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$4.43M +$127K +2,117 +3%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$4.41M +$692K +11,487 +19%
WP
260
WealthPLAN Partners
Nebraska
$4.4M -$4.51M -75,445 -51%
AM
261
AGF Management
Ontario, Canada
$4.38M +$1.23M +20,538 +39%
RWM
262
Rench Wealth Management
Texas
$4.36M +$73.1K +1,223 +2%
RGREA
263
Ranger Global Real Estate Advisors
Colorado
$4.33M +$4.33M +72,500 New
Wealthfront Advisers
264
Wealthfront Advisers
California
$4.28M -$564K -9,441 -12%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$4.28M +$340K +5,694 +9%
HCMT
266
Highland Capital Management (Tennessee)
Tennessee
$4.23M -$64K -1,070 -1%
BCFS
267
Butensky & Cohen Financial Security
Florida
$4.23M -$67.1K -1,122 -2%
VWM
268
Valley Wealth Managers
New Jersey
$4.17M -$140K -2,342 -3%
RBA
269
Richard Bernstein Advisors
New York
$4.16M +$3.23M +53,968 +345%
HAS
270
HBW Advisory Services
California
$4.13M +$84.8K +1,419 +2%
DWM
271
Dakota Wealth Management
Florida
$4.11M -$55.5K -929 -1%
CWG
272
Cornerstone Wealth Group
North Carolina
$4.09M +$42.8K +716 +1%
MA
273
Mutual Advisors
Nebraska
$4.02M +$1.31M +21,985 +49%
GIBU
274
Gulf International Bank (UK)
United Kingdom
$3.97M -$966K -16,166 -20%
GIA
275
Gladstone Institutional Advisory
Florida
$3.94M -$18.4K -307 -0.5%
9 10
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