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Realty Income
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Overview Fund Activity

1,069 hedge funds and large institutions have $29.8B invested in Realty Income in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 509 increasing their positions, 301 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-15
Holders Change %
-1.38%
% of All Funds
18.49%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
101
Increased
509
Reduced
301
Closed
96
Calls
$167M
Puts
$120M
Net Calls
+$46.9M
Net Calls Change
-$95M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
2
ZP
Zimmer Partners
New York
+$125M
3
American Century Companies
American Century Companies
Missouri
+$76.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$69M
5
Macquarie Group
Macquarie Group
Australia
+$59.7M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$148M
2
Cohen & Steers
Cohen & Steers
New York
-$99.4M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.8M
4
Morgan Stanley
Morgan Stanley
New York
-$62M
5
ORIO
Old Republic International (ORI)
Illinois
-$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
301
Steward Partners Investment Advisory
New York
$2.94M +$52.8K +907 +2%
SAM
302
Securian Asset Management
Minnesota
$2.93M -$10.8M -185,516 -79%
UCFA
303
United Capital Financial Advisors
Texas
$2.86M -$20.5K -353 -0.7%
Capstone Investment Advisors
304
Capstone Investment Advisors
New York
$2.83M +$2.83M +48,599 New
MHS
305
M Holdings Securities
Oregon
$2.83M -$18.8K -323 -0.7%
KRS
306
Kentucky Retirement Systems
Kentucky
$2.81M +$215K +3,693 +8%
PA
307
PFG Advisors
Arizona
$2.77M -$113K -1,938 -4%
IWA
308
IBEX Wealth Advisors
New Jersey
$2.76M -$47.8K -822 -2%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$2.75M +$198K +3,396 +8%
CTI
310
Community Trust & Investment
Kentucky
$2.7M +$39.9K +685 +1%
TRCT
311
Tower Research Capital (TRC)
New York
$2.68M +$43.7K +751 +2%
RA
312
Riverstone Advisors
Texas
$2.67M -$5.82K -100 -0.2%
AWM
313
Accurate Wealth Management
Florida
$2.65M +$2.65M +46,109 New
Wealthfront Advisers
314
Wealthfront Advisers
California
$2.64M +$131K +2,256 +5%
EMPI
315
Elo Mutual Pension Insurance
Finland
$2.63M -$83K -1,426 -3%
KC
316
Kinloch Capital
Virginia
$2.61M +$65.1K +1,118 +3%
MCC
317
Money Concepts Capital
Florida
$2.57M +$1.92M +33,027 +295%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$2.57M +$186K +3,202 +8%
AAS
319
Avantax Advisory Services
Texas
$2.56M +$136K +2,335 +6%
PRWA
320
Platte River Wealth Advisors
Colorado
$2.51M -$103K -1,778 -4%
VWMG
321
Virginia Wealth Management Group
Virginia
$2.49M +$262K +4,499 +12%
IAA
322
Independent Advisor Alliance
North Carolina
$2.49M +$591K +10,149 +31%
QIM
323
Quantitative Investment Management
Virginia
$2.46M +$2.46M +42,295 New
ACIM
324
Azimuth Capital Investment Management
Michigan
$2.46M -$93.2K -1,601 -4%
BCFS
325
Butensky & Cohen Financial Security
Florida
$2.45M +$2.45M +42,093 New
11 12
13
14 15