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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 %
FFA
576
Founders Financial Alliance
North Carolina
$611K -$1.08M -18,484 -64%
QCIG
577
Quad-Cities Investment Group
Iowa
$610K +$1.4K +24 +0.2%
RCIM
578
Red Cedar Investment Management
Michigan
$605K +$305K +5,233 +101%
TI
579
Tidal Investments
Wisconsin
$589K +$27.3K +469 +5%
IC
580
IEQ Capital
California
$589K +$242K +4,153 +70%
HI
581
Hendershot Investments
Virginia
$579K -$33.8K -580 -6%
HIA
582
Harbor Investment Advisory
Maryland
$574K +$14.6K +250 +3%
JIC
583
Johnson Investment Counsel
Ohio
$572K -$13.9K -238 -2%
PAS
584
Park Avenue Securities
New York
$571K +$102K +1,755 +22%
FLI
585
Family Legacy Inc
South Carolina
$570K – – –
CBTWT
586
Community Bank & Trust (Waco, Texas)
Texas
$568K -$40.4K -694 -7%
VHAM
587
Van Hulzen Asset Management
California
$562K -$3.73K -64 -0.7%
LDFR
588
Lehman & Derafelo Financial Resources
Pennsylvania
$553K -$17.3K -295 -3%
ECM
589
Everence Capital Management
Indiana
$552K – – –
LIM
590
Loudon Investment Management
New Hampshire
$541K -$93.1K -1,600 -15%
UAS
591
United Asset Strategies
New York
$541K +$541K +9,289 New
V
592
Veritable
Delaware
$540K +$85.4K +1,468 +19%
DZ Bank
593
DZ Bank
Germany
$535K – – –
KFA
594
Krane Funds Advisors
New York
$532K +$256K +4,395 +93%
FCM
595
Fourpath Capital Management
Oklahoma
$529K +$1.57K +27 +0.3%
FCFC
596
First Commonwealth Financial Corp
Pennsylvania
$529K +$22.3K +383 +4%
BFG
597
Barber Financial Group
Kansas
$528K -$100K -1,725 -16%
API
598
Advisor Partners II
California
$525K +$525K +9,029 New
RPCONE
599
Retirement Planning Company of New England
Rhode Island
$523K -$1.34K -23 -0.3%
BRWA
600
B. Riley Wealth Advisors
Florida
$522K -$3.67K -63 -0.7%
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