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Realty Income
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Overview Fund Activity

1,084 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 511 increasing their positions, 303 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
511
Reduced
303
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
2
Deutsche Bank
Deutsche Bank
Germany
+$249M
3
Cohen & Steers
Cohen & Steers
New York
+$218M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
BlackRock
BlackRock
New York
+$198M

Top Sellers

1
GCM
Glendon Capital Management
California
-$105M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$95.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.1M
4
NSLI
Nan Shan Life Insurance
Taiwan
-$75.1M
5
WHRC
W.H. Reaves & Co
New Jersey
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
576
Coldstream Capital Management
Washington
$614K +$104K +1,517 +20%
S
577
SignatureFD
Georgia
$612K +$34.5K +505 +6%
GJIC
578
Gamble Jones Investment Counsel
California
$605K +$6.83K +100 +1%
SFM
579
Signet Financial Management
New Jersey
$601K -$68.7K -1,007 -10%
FCFC
580
First Commonwealth Financial Corp
Pennsylvania
$594K +$9.28K +136 +2%
AWM
581
Adams Wealth Management
Utah
$593K +$887 +13 +0.1%
Lazard Asset Management
582
Lazard Asset Management
New York
$590K -$10.7M -156,891 -95%
CPA
583
Court Place Advisors
Maryland
$590K – – –
NCA
584
New Century Advisors
Maryland
$583K -$1.4M -20,580 -71%
AFP
585
Ausdal Financial Partners
Iowa
$583K +$109K +1,594 +23%
PFO
586
Pathstone Family Office
New Jersey
$581K +$191K +2,788 +49%
KM
587
Kalos Management
Georgia
$580K -$185K -2,621 -24%
VCA
588
Verdence Capital Advisors
Maryland
$579K -$47.7K -698 -8%
GIA
589
Guyasuta Investment Advisors
Pennsylvania
$572K +$19.5K +286 +4%
CW
590
CreativeOne Wealth
Kansas
$570K +$70.8K +1,035 +14%
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$569K +$189K +2,765 +50%
BSW
592
Buckingham Strategic Wealth
Missouri
$568K +$53.6K +785 +10%
CAN
593
Claraphi Advisory Network
United States
$562K -$2.87K -42 -0.5%
PAG
594
Powers Advisory Group
Illinois
$560K +$10.1K +148 +2%
FAFN
595
First Affirmative Financial Network
Colorado
$556K -$19.9K -292 -3%
MMPW
596
Mitchell McLeod Pugh & Williams
Alabama
$556K +$3.41K +50 +0.6%
PAS
597
Park Avenue Securities
New York
$550K +$11.3K +165 +2%
SWM
598
SeaCrest Wealth Management
New York
$549K -$90.7K -1,329 -14%
CS
599
Comerica Securities
Michigan
$549K -$22.1K -322 -4%
AA
600
ALPS Advisors
Colorado
$545K -$121K -1,766 -18%
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