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Realty Income
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Overview Fund Activity

1,110 hedge funds and large institutions have $34.3B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 495 increasing their positions, 322 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+41
Holders Change %
+3.84%
% of All Funds
17.91%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
158
Increased
495
Reduced
322
Closed
91
Calls
$193M
Puts
$144M
Net Calls
+$49M
Net Calls Change
+$2.03M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$802M
2
Cohen & Steers
Cohen & Steers
New York
$2.45B
3
RC
Resolution Capital
Australia
$278M
4
State Street
State Street
Massachusetts
$3.2B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$206M
2
ZP
Zimmer Partners
New York
$111M
3
Norges Bank
Norges Bank
Norway
$316M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
326
Louisiana State Employees Retirement System
Louisiana
$2.57M +$63.4K +1,000 +3%
AIP
327
Ameritas Investment Partners
Nebraska
$2.56M +$141K +2,200 +6%
CTA
328
Colonial Trust Advisors
South Carolina
$2.54M +$321K +5,058 +14%
GI
329
GAMCO Investors
Connecticut
$2.52M – – –
PS
330
Presima Securities
Quebec, Canada
$2.47M -$121K -1,900 -5%
SPC
331
Sigma Planning Corp
Michigan
$2.42M +$226K +3,562 +10%
SAM
332
Synergy Asset Management
Washington
$2.4M +$69.1K +1,090 +3%
FMC
333
First Merchants Corp
Indiana
$2.37M +$239K +3,761 +11%
VWMG
334
Virginia Wealth Management Group
Virginia
$2.35M -$365K -5,752 -13%
CS
335
Candriam SCA
Luxembourg
$2.35M -$95.6K -1,507 -4%
TYCC
336
Texas Yale Capital Corp
Florida
$2.31M +$26K +410 +1%
MNG
337
Manning & Napier Group
New York
$2.27M +$2.27M +35,819 New
Robeco Institutional Asset Management
338
Robeco Institutional Asset Management
Netherlands
$2.25M -$1.54M -24,223 -41%
TPCW
339
TD Private Client Wealth
New York
$2.24M -$182K -2,869 -8%
LOIM
340
Liberty One Investment Management
Illinois
$2.2M +$137K +2,152 +7%
ZB
341
Zions Bancorporation
Utah
$2.19M -$37.6K -593 -2%
TA
342
Tectonic Advisors
Texas
$2.17M +$529K +8,341 +32%
VPIM
343
Vanguard Personalized Indexing Management
California
$2.16M +$182K +2,866 +9%
TI
344
Tidal Investments
Wisconsin
$2.12M +$1.48M +23,354 +231%
WCBA
345
Weaver C. Barksdale & Associates
Tennessee
$2.12M +$644K +10,150 +44%
JIP
346
Jaffetilchin Investment Partners
Florida
$2.1M +$42.1K +663 +2%
CAS
347
Coppell Advisory Solutions
Texas
$2.1M +$2.1M +33,132 New
CASC
348
Coppell Advisory Solutions Corp
Texas
$2.1M +$2.1M +33,132 New
CGH
349
Crossmark Global Holdings
Texas
$2.06M +$165K +2,607 +9%
JWCA
350
J.W. Cole Advisors
Florida
$2.06M -$29.2K -460 -1%
12 13
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