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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 %
VAS
326
Vestmark Advisory Solutions
Massachusetts
$2.44M +$607K +10,439 +33%
CG
327
Colony Group
Massachusetts
$2.43M +$2.97K +51 +0.1%
MA
328
Mutual Advisors
Nebraska
$2.41M +$107K +1,842 +5%
LMIM
329
Lockheed Martin Investment Management
Maryland
$2.38M -$2.14M -36,700 -47%
PS
330
Presima Securities
Quebec, Canada
$2.38M -$739K -12,700 -24%
Wolverine Trading
331
Wolverine Trading
Illinois
$2.35M +$2.35M +40,505 New
KBC Group
332
KBC Group
Belgium
$2.31M +$330K +5,669 +17%
GI
333
GAMCO Investors
Connecticut
$2.31M – – –
AAM
334
Azzad Asset Management
Virginia
$2.31M +$19K +325 +0.8%
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$2.3M +$81.5K +1,400 +4%
PPWP
336
Proquility Private Wealth Partners
Nevada
$2.28M +$20.5K +353 +0.9%
CS
337
Candriam SCA
Luxembourg
$2.25M +$176K +3,025 +9%
TPCW
338
TD Private Client Wealth
New York
$2.22M +$88K +1,512 +4%
BCM
339
Bayesian Capital Management
New York
$2.22M +$1.3M +22,400 +143%
AIP
340
Ameritas Investment Partners
Nebraska
$2.2M -$287K -4,935 -12%
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$2.18M +$2.18M +37,533 New
IF
342
Intrua Financial
Texas
$2.15M +$180K +3,093 +9%
SAM
343
Synergy Asset Management
Washington
$2.14M -$395K -6,784 -16%
Rafferty Asset Management
344
Rafferty Asset Management
New York
$2.13M +$508K +8,730 +31%
ACM
345
Adelante Capital Management
California
$2.12M +$1.55M +26,600 +271%
TYCC
346
Texas Yale Capital Corp
Florida
$2.1M +$64.5K +1,109 +3%
NA
347
NewEdge Advisors
Louisiana
$2.06M -$55.8K -959 -3%
ZB
348
Zions Bancorporation
Utah
$2.05M +$149K +2,559 +8%
CTA
349
Colonial Trust Advisors
South Carolina
$2.04M +$225K +3,864 +12%
UOC
350
UBS O'Connor
Illinois
$2.02M +$617K +10,597 +44%
12 13
14
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