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Realty Income
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Overview Fund Activity

1,088 hedge funds and large institutions have $33.9B invested in Realty Income in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 459 increasing their positions, 408 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-17
Holders Change %
-1.54%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
459
Reduced
408
Closed
96
Calls
$169M
Puts
$102M
Net Calls
+$67.1M
Net Calls Change
+$23M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.38B
2
BlackRock
2
BlackRock
New York
$3.7B
3
State Street
3
State Street
Massachusetts
$3.1B
4
Goldman Sachs
4
Goldman Sachs
New York
$245M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$163M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$693M
2
Bank of America
2
Bank of America
North Carolina
$1.43B
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$10M
5
BG
5
Bahl & Gaynor
Ohio
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$216M +$14.1M +236,147 +7%
BG
27
Bahl & Gaynor
Ohio
$182M -$31M -518,069 -15%
ProShare Advisors
28
ProShare Advisors
Maryland
$172M +$13.2M +220,181 +8%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$163M +$132M +2,151,538 +431%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$153M +$2.56M +42,787 +2%
SEI Investments
31
SEI Investments
Pennsylvania
$149M +$6.37M +106,562 +4%
Principal Financial Group
32
Principal Financial Group
Iowa
$143M -$2.6M -43,552 -2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$143M -$6.17M -103,200 -4%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$136M +$8.62M +144,170 +7%
DPIM
35
Duff & Phelps Investment Management
Illinois
$133M +$10.3M +173,050 +8%
LIMS
36
Lasalle Investment Management Securities
Maryland
$117M +$27.4M +458,221 +31%
Prudential Financial
37
Prudential Financial
New Jersey
$109M +$13.5M +225,728 +14%
Macquarie Group
38
Macquarie Group
Australia
$108M +$24.5M +409,036 +29%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$107M -$1.54M -25,701 -1%
PI
40
PGGM Investments
Netherlands
$99M +$16.9M +282,754 +21%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$95.4M +$7.6M +127,145 +9%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$90.6M +$14.7M +246,010 +19%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$88.6M -$11.1M -185,246 -11%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$88.4M -$7.02M -117,362 -7%
Asset Management One
45
Asset Management One
Japan
$86M +$7.11M +118,989 +9%
National Pension Service
46
National Pension Service
South Korea
$82.9M +$16.3M +271,282 +25%
RJA
47
Raymond James & Associates
Florida
$75.9M -$1.35M -22,559 -2%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.2M +$2.12M +35,519 +3%
AllianceBernstein
49
AllianceBernstein
Tennessee
$74M +$3.78M +63,197 +5%
LPL Financial
50
LPL Financial
California
$73.7M +$4.08M +68,174 +6%
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