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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 %
ASN
376
Advisory Services Network
Georgia
$1.66M -$47.3K -693 -3%
UOC
377
UBS O'Connor
Illinois
$1.65M +$1.65M +24,121 New
BAM
378
Belpointe Asset Management
Nevada
$1.64M +$191K +2,807 +13%
WCBA
379
Weaver C. Barksdale & Associates
Tennessee
$1.64M +$96.7K +1,417 +6%
SG Americas Securities
380
SG Americas Securities
New York
$1.63M -$4.1M -60,096 -72%
SRC
381
Shufro Rose & Co
New York
$1.63M – – –
BWM
382
BerganKDV Wealth Management
Minnesota
$1.62M +$8.47K +124 +0.5%
KPW
383
Kore Private Wealth
New York
$1.6M -$1.02K -15 -0.1%
IGWM
384
ICA Group Wealth Management
Colorado
$1.6M +$2.84K +39 +0.2%
AA
385
Altman Advisors
Illinois
$1.6M +$1.28M +17,524 +399%
TFS
386
TrustCore Financial Services
Tennessee
$1.58M +$6.28K +92 +0.4%
FIM
387
Freedom Investment Management
Connecticut
$1.56M +$393K +5,759 +34%
ACI
388
Alpha Cubed Investments
California
$1.55M +$113K +1,662 +8%
RA
389
RFG Advisory
Alabama
$1.51M +$44.9K +617 +3%
OPPTF
390
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.5M +$684K +10,009 +83%
NSIM
391
North Star Investment Management
Illinois
$1.5M +$71.5K +1,048 +5%
BSG
392
Black Swift Group
Colorado
$1.48M +$413K +6,050 +39%
LPIC
393
LeJeune Puetz Investment Counsel
Michigan
$1.46M – – –
CAC
394
Core Alternative Capital
Georgia
$1.46M +$740K +10,843 +103%
Los Angeles Capital Management
395
Los Angeles Capital Management
California
$1.45M -$16.9M -247,492 -92%
BFA
396
Benedict Financial Advisors
Georgia
$1.45M +$46.8K +686 +3%
RIG
397
Roosevelt Investment Group
New York
$1.43M -$48.3K -708 -3%
FNB
398
Farmers National Bank
Kentucky
$1.42M -$1.02K -15 -0.1%
USAA
399
United Services Automobile Association
Texas
$1.41M +$1.41M +20,714 New
CIA
400
Cascade Investment Advisors
Oregon
$1.4M -$12.3K -180 -0.9%
14 15
16
17 18