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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 %
AA
426
Altman Advisors
Illinois
$1.27M -$3.55K -61 -0.3%
CIA
427
Cascade Investment Advisors
Oregon
$1.27M -$9.34K -150 -0.7%
LPIC
428
LeJeune Puetz Investment Counsel
Michigan
$1.25M – – –
BFA
429
Benedict Financial Advisors
Georgia
$1.23M -$989 -17 -0.1%
TIA
430
Trust Investment Advisors
Indiana
$1.22M +$25.3K +434 +2%
RIG
431
Roosevelt Investment Group
New York
$1.22M -$6.52K -112 -0.5%
MCC
432
Malaga Cove Capital
California
$1.22M +$181K +3,114 +18%
RCM
433
RB Capital Management
Nevada
$1.21M +$118K +2,027 +11%
CF
434
Centaurus Financial
California
$1.21M +$31.2K +536 +3%
ATPW
435
Ashton Thomas Private Wealth
Arizona
$1.2M +$569K +9,781 +90%
NGA
436
Naples Global Advisors
Florida
$1.18M +$44.2K +756 +4%
MCM
437
Magnolia Capital Management
New York
$1.18M – – –
RFN
438
RDA Financial Network
Iowa
$1.18M +$3.44K +59 +0.3%
Impax Asset Management Group
439
Impax Asset Management Group
United Kingdom
$1.17M +$157K +2,697 +15%
FNB
440
Farmers National Bank
Kentucky
$1.17M -$34.6K -594 -3%
DSC
441
Duncker Streett & Co
Missouri
$1.17M +$1.57K +27 +0.1%
MYLI
442
Meiji Yasuda Life Insurance
Japan
$1.17M +$396K +6,794 +51%
Verition Fund Management
443
Verition Fund Management
Connecticut
$1.16M +$940K +16,135 +422%
CSIC
444
Clifford Swan Investment Counsel
California
$1.16M -$29.1K -500 -2%
HCA
445
Harbour Capital Advisors
Virginia
$1.15M -$1.15K -20 -0.1%
LWAC
446
Laurel Wealth Advisors (California)
California
$1.14M +$40.9K +702 +4%
SCM
447
Schnieders Capital Management
California
$1.13M – – –
AAS
448
Ameritas Advisory Services
Nebraska
$1.12M -$4.13K -71 -0.4%
RFC
449
Regions Financial Corp
Alabama
$1.12M -$66.7K -1,145 -6%
MAM
450
Mystic Asset Management
Rhode Island
$1.12M +$9.6K +165 +0.9%
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