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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 %
AWA
626
Arkadios Wealth Advisors
Georgia
$486K +$51.9K +760 +12%
PAG
627
Private Advisory Group
Washington
$478K -$3.19M -46,769 -87%
MG
628
Mather Group
Illinois
$478K +$152K +2,227 +47%
CCM
629
Community Capital Management
Florida
$478K +$478K +7,000 New
FPS
630
Fieldpoint Private Securities
Connecticut
$477K +$3.62K +53 +0.8%
DW
631
Domani Wealth
Pennsylvania
$476K -$284K -4,159 -37%
DAS
632
Dynamic Advisor Solutions
Arizona
$473K +$76.8K +1,125 +19%
FPGK
633
Financial Partners Group (Kansas)
Kansas
$472K +$6.48K +95 +1%
BIA
634
Benchmark Investment Advisors
Illinois
$471K – – –
TMAM
635
Tokio Marine Asset Management
Japan
$466K +$76.3K +1,118 +20%
KA
636
Kovack Advisors
Florida
$458K -$37.8K -553 -8%
SAM
637
SignalPoint Asset Management
Missouri
$456K +$30.7K +451 +7%
PTC
638
Private Trust Company
Ohio
$454K -$3K -44 -0.7%
GFS
639
GYL Financial Synergies
Connecticut
$450K +$137K +2,013 +44%
BCA
640
Bay Colony Advisors
Massachusetts
$448K +$448K +6,062 New
TC
641
Truvestments Capital
Florida
$445K +$216K +3,163 +94%
XT
642
XTX Topco
Cayman Islands
$440K +$202K +2,962 +85%
TAM
643
Townsend Asset Management
North Carolina
$438K -$3.41K -50 -0.8%
AIS
644
American Investment Services
Massachusetts
$438K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
645
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$430K +$430K +6,300 New
GT
646
Greenleaf Trust
Michigan
$428K +$183K +2,686 +75%
AA
647
Ancora Advisors
Ohio
$425K -$3.41K -50 -0.8%
AL
648
Aspiriant LLC
California
$421K -$2.19K -32 -0.5%
WTC
649
WhitTier Trust Company
Nevada
$420K – – –
IAG
650
Investmark Advisory Group
Connecticut
$420K +$2.05K +30 +0.5%
24 25
26
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