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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
+$323M
3
RC
Resolution Capital
Australia
+$278M
4
State Street
State Street
Massachusetts
+$202M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$121M
2
ZP
Zimmer Partners
New York
-$73.1M
3
Norges Bank
Norges Bank
Norway
-$72.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$46.5M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
476
Caldwell Sutter Capital
California
$1.04M +$1.04M +16,377 New
FFG
477
Ford Financial Group
California
$1.04M -$6.22K -98 -0.6%
JWM
478
Jeppson Wealth Management
California
$1.04M -$28.1K -443 -3%
Brown Advisory
479
Brown Advisory
Maryland
$1.03M +$20.5K +323 +2%
EFS
480
Essex Financial Services
Connecticut
$1.03M -$36.7K -579 -3%
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$1.02M +$241K +3,807 +31%
IAIM
482
International Assets Investment Management
Florida
$1.02M +$723K +11,394 +243%
FB
483
Fulton Bank
Pennsylvania
$1.02M -$66.4K -1,046 -6%
CF
484
Centaurus Financial
California
$1.02M -$299K -4,708 -23%
IA
485
IFG Advisory
Georgia
$1M +$21.1K +333 +2%
VF
486
Vawter Financial
Ohio
$996K +$996K +15,701 New
RBA
487
Richard Bernstein Advisors
New York
$993K +$993K +15,659 New
CFA
488
Cahill Financial Advisors
Minnesota
$989K -$40.5K -639 -4%
CA
489
Commerzbank Aktiengesellschaft
Germany
$976K +$203K +3,194 +26%
AWP
490
Ascent Wealth Partners
New York
$975K +$83.9K +1,323 +9%
NL
491
NWAM LLC
Washington
$968K +$78.9K +1,244 +9%
CIAS
492
Capital Investment Advisory Services
North Carolina
$959K +$16.6K +261 +2%
WA
493
Wealth Alliance
New York
$956K +$43.4K +685 +5%
FCB
494
First County Bank
Connecticut
$952K +$952K +15,014 New
PCM
495
Parsons Capital Management
Rhode Island
$951K -$1.59K -25 -0.2%
CT
496
Colonial Trust
South Carolina
$943K +$10.3K +163 +1%
BBL
497
Beck Bode LLC
Massachusetts
$939K +$4.82K +76 +0.5%
HH
498
Hilltop Holdings
Texas
$935K +$47K +741 +5%
RCM
499
Raleigh Capital Management
North Carolina
$930K +$69.1K +1,089 +8%
GIA
500
Gateway Investment Advisers
Ohio
$927K +$18.5K +291 +2%
18 19
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