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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 %
WAM
476
Wolverine Asset Management
Illinois
$984K +$984K +16,911 New
EFS
477
Essex Financial Services
Connecticut
$981K -$5.29K -91 -0.5%
JWM
478
Jeppson Wealth Management
California
$976K +$97.7K +1,679 +11%
EH
479
Equitable Holdings
New York
$971K -$20.4K -350 -2%
IA
480
IFP Advisors
Florida
$965K +$46.6K +1,077 +5%
FFG
481
Ford Financial Group
California
$956K +$110K +1,885 +13%
GEA
482
Glen Eagle Advisors
New Jersey
$949K +$29K +499 +3%
NW
483
Naviter Wealth
Arkansas
$948K +$948K +16,222 New
CFA
484
Cahill Financial Advisors
Minnesota
$945K +$13.3K +229 +1%
LFAS
485
Level Four Advisory Services
Texas
$930K -$6.98K -120 -0.7%
Brown Advisory
486
Brown Advisory
Maryland
$929K +$64.7K +1,111 +7%
SS
487
Simplicity Solutions
Minnesota
$926K +$110K +1,887 +13%
Nomura Holdings
488
Nomura Holdings
Japan
$924K +$924K +15,873 New
SCP
489
Stamos Capital Partners
California
$911K -$206K -3,540 -18%
IA
490
IFG Advisory
Georgia
$898K -$77.3K -1,329 -8%
SI
491
Stephens Inc
Arkansas
$896K +$65.8K +1,131 +8%
AssetMark Inc
492
AssetMark Inc
California
$894K +$258K +4,436 +41%
Pacer Advisors
493
Pacer Advisors
Pennsylvania
$881K -$6.91M -118,721 -89%
KNW
494
Kesler Norman & Wride
Utah
$880K +$6.46K +111 +0.7%
ANTB
495
AMG National Trust Bank
Colorado
$874K +$566K +9,730 +184%
PCM
496
Parsons Capital Management
Rhode Island
$874K +$874K +15,025 New
CIAS
497
Capital Investment Advisory Services
North Carolina
$864K +$14.6K +251 +2%
BBL
498
Beck Bode LLC
Massachusetts
$857K +$857K +14,731 New
Ensign Peak Advisors
499
Ensign Peak Advisors
Utah
$855K -$8.5M -146,025 -91%
CT
500
Colonial Trust
South Carolina
$855K +$855K +14,696 New
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