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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 %
AAS
351
Ameritas Advisory Services
Nebraska
$2.05M +$826K +13,015 +68%
HCM
352
Hutner Capital Management
Vermont
$2.04M +$174K +2,736 +9%
Holocene Advisors
353
Holocene Advisors
New York
$2.02M +$2.02M +31,875 New
SNBOSCI
354
Security National Bank of Sioux City Iowa
Iowa
$2.01M -$69.1K -1,090 -3%
PPWP
355
Proquility Private Wealth Partners
Nevada
$2.01M -$472K -7,445 -19%
AI
356
Atom Investors
Texas
$2M +$1.69M +26,635 +540%
SOAMC
357
Spirit of America Management Corp
New York
$2M – – –
SF
358
Symphony Financial
Texas
$1.98M +$319K +4,943 +19%
BCM
359
Beck Capital Management
Texas
$1.97M +$70.5K +1,111 +4%
OTPPB
360
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.95M +$443K +6,990 +29%
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$1.95M -$433K -6,825 -18%
Millennium Management
362
Millennium Management
New York
$1.92M -$2.17M -34,208 -53%
SNBOSD
363
Security National Bank of So Dak
Iowa
$1.91M -$163K -2,575 -8%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$1.9M -$57.1K -900 -3%
CAM
365
Cozad Asset Management
Illinois
$1.88M +$127K +2,003 +7%
VI
366
Vestcor Inc
New Brunswick, Canada
$1.88M +$23.8K +376 +1%
RIM
367
Redwood Investment Management
Arizona
$1.84M +$1.84M +29,022 New
AssetMark Inc
368
AssetMark Inc
California
$1.84M +$863K +13,599 +89%
NW
369
NewEdge Wealth
Pennsylvania
$1.83M +$39.1K +617 +2%
GLA
370
Great Lakes Advisors
Illinois
$1.82M -$21.6K -340 -1%
AAM
371
Azzad Asset Management
Virginia
$1.8M -$699K -11,025 -28%
BAM
372
Belpointe Asset Management
Nevada
$1.79M +$146K +2,304 +9%
IIA
373
ICW Investment Advisors
Arizona
$1.79M +$2.6K +41 +0.1%
BFS
374
Bard Financial Services
Connecticut
$1.77M -$71.4K -1,125 -4%
DEA
375
DoubleLine ETF Adviser
Florida
$1.76M +$1.76M +27,801 New
13 14
15
16 17