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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 %
HIA
576
Harbor Investment Advisory
Maryland
$625K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
577
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$613K +$613K +9,665 New
GCA
578
Greenwood Capital Associates
South Carolina
$610K +$42.2K +665 +7%
LIM
579
Loudon Investment Management
New Hampshire
$609K +$19.6K +309 +3%
LNWWM
580
Laird Norton Wetherby Wealth Management
California
$609K +$96.8K +1,526 +19%
S
581
SignatureFD
Georgia
$607K +$129K +2,038 +27%
LDFR
582
Lehman & Derafelo Financial Resources
Pennsylvania
$606K +$6.72K +106 +1%
CL
583
COWA LLC
Oklahoma
$605K -$593K -28,255 -49%
AWE
584
Avidian Wealth Enterprises
Texas
$605K +$90.4K +1,425 +18%
BWM
585
Buckley Wealth Management
Nevada
$605K +$71.7K +1,130 +13%
TMAM
586
Tokio Marine Asset Management
Japan
$601K +$52.8K +833 +10%
FCFC
587
First Commonwealth Financial Corp
Pennsylvania
$598K +$21.8K +343 +4%
GWM
588
Geneos Wealth Management
Colorado
$598K -$80.7K -1,273 -12%
VHAM
589
Van Hulzen Asset Management
California
$594K -$18.3K -288 -3%
RPCONE
590
Retirement Planning Company of New England
Rhode Island
$594K +$23K +363 +4%
CBTWT
591
Community Bank & Trust (Waco, Texas)
Texas
$585K -$33.7K -531 -5%
DZ Bank
592
DZ Bank
Germany
$584K – – –
JIC
593
Johnson Investment Counsel
Ohio
$583K -$40.3K -636 -6%
AWM
594
Adams Wealth Management
Utah
$578K +$72.2K +1,138 +14%
FCM
595
Fourpath Capital Management
Oklahoma
$577K – – –
CWP
596
Cyndeo Wealth Partners
Florida
$574K +$574K +9,044 New
Renaissance Technologies
597
Renaissance Technologies
New York
$571K +$571K +9,000 New
KFA
598
Krane Funds Advisors
New York
$567K -$13K -205 -2%
SFP
599
Sterling Financial Planning
New Jersey
$566K +$190 +3 +0%
FHC
600
First Heartland Consultants
Missouri
$566K -$18.1K -286 -3%
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