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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 %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$3.9M -$22.8K -381 -0.6%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$3.85M +$36.8K +615 +1%
CWM
278
Concentric Wealth Management
California
$3.78M +$112K +1,873 +3%
FNBOO
279
First National Bank of Omaha
Nebraska
$3.78M -$3.67M -61,399 -49%
Bank of Nova Scotia
280
Bank of Nova Scotia
Ontario, Canada
$3.77M -$7M -117,080 -65%
MIM
281
Marco Investment Management
Georgia
$3.77M -$26.1K -437 -0.7%
AI
282
Atria Investments
North Carolina
$3.62M +$13.3K +223 +0.4%
SWMG
283
Signature Wealth Management Group
Georgia
$3.58M +$118K +1,980 +3%
AWM
284
AE Wealth Management
Kansas
$3.57M -$388K -6,495 -10%
OAM
285
Ostrum Asset Management
France
$3.56M -$32K -535 -0.9%
BCIM
286
British Columbia Investment Management
British Columbia, Canada
$3.56M +$223K +3,723 +7%
ACM
287
Adelante Capital Management
California
$3.54M +$74.7K +1,250 +2%
BA
288
Baugh & Associates
Georgia
$3.48M +$55.9K +935 +2%
PL
289
Perpetual Ltd
Australia
$3.48M +$35.3K +590 +1%
IF
290
Intrua Financial
Texas
$3.44M +$378K +6,322 +12%
PS
291
Pensionfund Sabic
Netherlands
$3.42M +$59.8K +1,000 +2%
SYBT
292
Stock Yards Bank & Trust
Kentucky
$3.41M +$9.51K +159 +0.3%
BMCM
293
Burns Matteson Capital Management
New York
$3.4M +$59.8K +1,082 +2%
EI
294
Ethic Inc
New York
$3.39M +$630K +10,532 +23%
Allspring Global Investments
295
Allspring Global Investments
North Carolina
$3.35M -$7.45M -124,635 -69%
TRSOTSOK
296
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M -$147K -2,453 -4%
SAM
297
Securian Asset Management
Minnesota
$3.28M +$182K +3,045 +6%
EMPI
298
Elo Mutual Pension Insurance
Finland
$3.25M +$256K +4,279 +9%
KRS
299
Kentucky Retirement Systems
Kentucky
$3.24M +$272K +4,542 +9%
AAS
300
Avantax Advisory Services
Texas
$3.14M +$175K +2,928 +6%
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