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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 %
VCP
451
Verus Capital Partners
Arizona
$1.11M +$258K +4,438 +30%
WG
452
Winton Group
United Kingdom
$1.11M +$3.9K +67 +0.4%
FFS
453
Founders Financial Securities
Maryland
$1.1M +$1.1M +18,969 New
FNT
454
First National Trust
Pennsylvania
$1.1M -$32.8K -563 -3%
CL
455
COWA LLC
Oklahoma
$1.1M -$158K -8,197 -13%
AF
456
Advisornet Financial
Minnesota
$1.1M +$220K +3,774 +25%
TIA
457
Tiemann Investment Advisors
California
$1.1M +$10.3K +177 +0.9%
BRG
458
Bay Rivers Group
Virginia
$1.09M -$28.5K -489 -3%
MGP
459
Metis Global Partners
California
$1.08M +$255K +4,388 +31%
SLG
460
Stanley-Laman Group
Pennsylvania
$1.06M – – –
TC
461
Toews Corporation
New Jersey
$1.05M +$29.1K +500 +3%
William Blair & Company
462
William Blair & Company
Illinois
$1.04M +$70.2K +1,207 +7%
MCM
463
Monument Capital Management
Virginia
$1.03M +$105K +1,797 +11%
FBT
464
First Bank & Trust
South Dakota
$1.03M +$52.9K +908 +5%
CFD
465
Creative Financial Designs
Indiana
$1.02M -$84.4K -1,451 -8%
ACG
466
Allen Capital Group
Nebraska
$1.02M -$43.1K -740 -4%
PFO
467
Pathstone Family Office
New Jersey
$1.01M +$510K +8,582 +101%
PG
468
Pendal Group
Australia
$1.01M -$94.8K -1,630 -9%
CNBTD
469
Citizens National Bank Trust Department
Mississippi
$1.01M +$139K +2,392 +16%
NIM
470
NuWave Investment Management
New Jersey
$1M +$1M +17,219 New
PO
471
Private Ocean
California
$997K -$7.1K -122 -0.7%
APA
472
American Portfolios Advisors
New York
$995K -$15.4K -265 -2%
FB
473
Fulton Bank
Pennsylvania
$995K +$45.5K +782 +5%
WOSD
474
WFA of San Diego
California
$986K -$13.6K -234 -1%
UFF
475
USA Financial Formulas
Michigan
$985K +$985K +16,913 +281,883%
17 18
19
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