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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 %
ACI
401
Alpha Cubed Investments
California
$1.55M +$119K +1,870 +8%
JFG
402
Jefferies Financial Group
New York
$1.55M +$1.55M +24,471 New
MC
403
Moors & Cabot
Massachusetts
$1.55M +$133K +2,096 +9%
QT
404
Quantbot Technologies
New York
$1.55M -$1.96M -30,838 -56%
APWM
405
Argonautica Private Wealth Management
Massachusetts
$1.54M +$1.54M +24,326 New
BFG
406
Bleakley Financial Group
New Jersey
$1.53M +$1.53M +24,122 New
RJT
407
Raymond James Trust
Florida
$1.53M -$106K -1,666 -6%
TFS
408
TrustCore Financial Services
Tennessee
$1.5M +$6.09K +96 +0.4%
CAC
409
Core Alternative Capital
Georgia
$1.5M -$591K -9,315 -28%
NW
410
Naviter Wealth
Arkansas
$1.49M +$399K +5,949 +37%
NA
411
NewEdge Advisors
Louisiana
$1.48M +$50.3K +1,240 +4%
AWM
412
Aevitas Wealth Management
Massachusetts
$1.47M -$28.5K -449 -2%
BF
413
BOK Financial
Oklahoma
$1.45M -$69.6K -1,097 -5%
RA
414
RFG Advisory
Alabama
$1.44M +$20.6K +305 +1%
PFS
415
Prospera Financial Services
Texas
$1.44M -$53.2K -839 -4%
PFO
416
Pathstone Family Office
New Jersey
$1.43M +$619K +13,071 +77%
SRC
417
Shufro Rose & Co
New York
$1.42M -$69.8K -1,100 -5%
NSIM
418
North Star Investment Management
Illinois
$1.42M +$23.6K +372 +2%
SG
419
Stonnington Group
California
$1.41M -$154K -2,395 -10%
TRCT
420
Tower Research Capital (TRC)
New York
$1.4M -$1.52M -23,878 -52%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.4M – – –
RCM
422
RB Capital Management
Nevada
$1.4M +$80.7K +1,273 +6%
BFA
423
Benedict Financial Advisors
Georgia
$1.36M +$20.3K +320 +2%
ATPW
424
Ashton Thomas Private Wealth
Arizona
$1.36M +$52.1K +821 +4%
GLA
425
Good Life Advisors
Pennsylvania
$1.35M +$1.35M +21,361 New
15 16
17
18 19