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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 %
CA
551
Commerzbank Aktiengesellschaft
Germany
$710K +$710K +12,192 New
PP
552
Prudential plc
United Kingdom
$709K +$82.8K +1,423 +13%
PP
553
Prosperity Planning
Missouri
$698K +$233K +4,000 +50%
PA
554
Profund Advisors
Maryland
$695K -$80K -1,375 -10%
OIA
555
OneDigital Investment Advisors
Kansas
$684K +$80.4K +1,381 +13%
FTDI
556
First Trust Direct Indexing
Massachusetts
$676K +$50.9K +874 +8%
HT
557
HAP Trading
New York
$670K +$670K +11,514 New
NC
558
NovaPoint Capital
Georgia
$666K +$50.5K +868 +8%
CPC
559
Cookson Peirce & Co
Pennsylvania
$661K +$9.03K +155 +1%
WAC
560
William Allan Corp
Colorado
$658K +$49.8K +855 +8%
BMSSC
561
B. Metzler seel. Sohn & Co
Germany
$656K – – –
APC
562
Asset Planning Corporation
Tennessee
$647K +$1.69K +29 +0.3%
ONB
563
Old National Bancorp
Indiana
$646K +$94.9K +1,631 +17%
HIC
564
Holderness Investments Company
North Carolina
$641K – – –
APP
565
Alpha Paradigm Partners
Illinois
$633K +$633K +10,882 New
WPA
566
West Paces Advisors
Georgia
$631K +$46.1K +792 +8%
ACS
567
Archford Capital Strategies
Illinois
$630K -$6.46K -111 -1%
Lazard Asset Management
568
Lazard Asset Management
New York
$628K +$125K +2,157 +25%
ABC
569
Associated Banc-Corp
Wisconsin
$623K – – –
GWM
570
Geneos Wealth Management
Colorado
$622K -$2.24M -38,536 -78%
PAMG
571
Patton Albertson Miller Group
Tennessee
$621K -$31.4K -540 -5%
DAM
572
Derbend Asset Management
Georgia
$621K +$2.45K +42 +0.4%
PAG
573
Private Advisory Group
Washington
$620K +$212K +3,652 +52%
Swedbank
574
Swedbank
Sweden
$617K +$5.88K +101 +1%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$612K -$25.7K -442 -4%
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