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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 %
GT
501
Glenmede Trust
Pennsylvania
$853K +$46.6K +802 +6%
CAG
502
Csenge Advisory Group
Florida
$850K +$14.6K +250 +2%
ADL
503
Asset Dedication LLC
California
$845K +$845K +14,533 New
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$838K +$236K +4,060 +39%
RIA
505
Realta Investment Advisors
Delaware
$837K +$18K +309 +2%
WA
506
Wealth Alliance
New York
$837K +$31.8K +546 +4%
HI
507
Horizon Investments
North Carolina
$837K +$295K +5,097 +55%
GIA
508
Gateway Investment Advisers
Ohio
$834K -$24.2K -415 -3%
MM
509
MQS Management
New York
$834K +$834K +14,325 New
Cerity Partners
510
Cerity Partners
New York
$832K +$19.9K +342 +2%
LMKC
511
L.M. Kohn & Company
Ohio
$829K +$1.75K +30 +0.2%
MSCM
512
McElhenny Sheffield Capital Management
Texas
$824K +$824K +14,164 New
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$819K +$18.6K +320 +2%
AWP
514
Ascent Wealth Partners
New York
$817K -$27.3K -470 -3%
NL
515
NWAM LLC
Washington
$816K -$107K -1,835 -12%
HH
516
Hilltop Holdings
Texas
$815K -$292K -5,015 -26%
WWM
517
Western Wealth Management
Colorado
$815K +$83.2K +1,430 +11%
CPIG
518
Chicago Partners Investment Group
Illinois
$813K +$121K +1,912 +17%
FDS
519
Freedom Day Solutions
Texas
$810K -$158K -2,715 -16%
ESCM
520
Echo Street Capital Management
New York
$808K +$808K +13,876 New
SB
521
Strategic Blueprint
Georgia
$796K -$23.3K -400 -3%
IWC
522
Integrated Wealth Concepts
Massachusetts
$795K -$40.6K -698 -5%
RCM
523
Raleigh Capital Management
North Carolina
$790K +$177K +3,033 +29%
BBVA
524
Banco Bilbao Vizcaya Argentaria
Spain
$788K +$15.5K +267 +2%
VU
525
Vanderbilt University
Tennessee
$784K +$784K +13,473 New
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