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Realty Income
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Overview Fund Activity

1,084 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 511 increasing their positions, 303 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
511
Reduced
303
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$678M
2
Deutsche Bank
2
Deutsche Bank
Germany
$317M
3
Cohen & Steers
3
Cohen & Steers
New York
$2.4B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.54B
5
BlackRock
5
BlackRock
New York
$3.84B

Top Sellers

1
GCM
1
Glendon Capital Management
California
$21.5M
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$1.19M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$181M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$0
5
WHRC
5
W.H. Reaves & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
326
Versor Investments
New York
$2.23M +$2.23M +32,673 New
ZB
327
Zions Bancorporation
Utah
$2.23M +$307K +4,501 +16%
JIP
328
Jaffetilchin Investment Partners
Florida
$2.22M +$18.2K +266 +0.8%
IAA
329
Independent Advisor Alliance
North Carolina
$2.22M +$206K +3,014 +10%
NIMI
330
Natixis Investment Managers International
France
$2.18M +$16.3K +239 +0.8%
SPC
331
Sigma Planning Corp
Michigan
$2.16M -$1.02M -15,008 -32%
JWCA
332
J.W. Cole Advisors
Florida
$2.16M +$330K +4,827 +18%
VAS
333
Vestmark Advisory Solutions
Massachusetts
$2.14M +$913K +13,372 +74%
NMERB
334
New Mexico Educational Retirement Board
New Mexico
$2.14M -$102K -1,500 -5%
CTA
335
Colonial Trust Advisors
South Carolina
$2.12M +$199K +2,920 +10%
DY
336
Dowling & Yahnke
California
$2.04M -$336K -4,918 -14%
BCM
337
Beck Capital Management
Texas
$2.02M +$16.5K +242 +0.8%
SOAMC
338
Spirit of America Management Corp
New York
$2.01M – – –
HCM
339
Hutner Capital Management
Vermont
$2M +$12.8K +188 +0.6%
FFA
340
Founders Financial Alliance
North Carolina
$1.98M +$1.21M +17,782 +159%
SG
341
Stonnington Group
California
$1.98M -$119K -1,730 -6%
VI
342
Vestcor Inc
New Brunswick, Canada
$1.96M +$617K +9,042 +46%
HA
343
Hamel Associates
New Jersey
$1.95M +$1.95M +28,590 New
GLA
344
Great Lakes Advisors
Illinois
$1.94M +$13K +191 +0.7%
CGH
345
Crossmark Global Holdings
Texas
$1.93M +$241K +3,530 +14%
Rafferty Asset Management
346
Rafferty Asset Management
New York
$1.91M -$205K -3,002 -10%
IIA
347
ICW Investment Advisors
Arizona
$1.9M +$23K +337 +1%
CAM
348
Cozad Asset Management
Illinois
$1.85M +$17.3K +254 +0.9%
1832 Asset Management
349
1832 Asset Management
Ontario, Canada
$1.85M +$130K +1,897 +8%
SAM
350
Shell Asset Management
Netherlands
$1.85M +$12.5K +183 +0.7%
12 13
14
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