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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 %
ESB
651
Essex Savings Bank
Connecticut
$418K -$70.6K -1,034 -14%
QCG
652
Quadrant Capital Group
Ohio
$417K +$45.8K +670 +12%
GVAG
653
Great Valley Advisor Group
Delaware
$417K +$146K +2,141 +54%
CAM
654
Cresset Asset Management
Illinois
$416K -$178K -3,827 -30%
CFB
655
Cullen/Frost Bankers
Texas
$416K -$59.7K -874 -13%
OPS
656
Orion Portfolio Solutions
Nebraska
$416K -$1.57K -23 -0.4%
MIM
657
Moseley Investment Management
Florida
$416K +$42.7K +625 +11%
FMAEN1
658
Fund Management at Engine No 1
California
$415K +$87.9K +1,286 +27%
VWA
659
Visionary Wealth Advisors
Illinois
$413K +$21.6K +317 +6%
MAC
660
Mason & Associates (California)
California
$412K – – –
1WA
661
180 Wealth Advisors
Washington
$410K +$60.9K +868 +17%
BB
662
Busey Bank
Illinois
$409K -$25.7K -377 -6%
IC
663
IEQ Capital
California
$408K +$48.4K +708 +13%
SFI
664
Siemens Fonds Invest
Germany
$407K +$11.6K +170 +3%
SW
665
Solidarity Wealth
Utah
$407K +$152K +2,051 +60%
FMWA
666
Forvis Mazars Wealth Advisors
Missouri
$406K +$137K +2,005 +51%
NRI
667
NFP Retirement Inc
California
$405K +$2.53K +37 +0.6%
ISWM
668
Independent Solutions Wealth Management
New York
$403K +$191K +2,802 +90%
PFGIA
669
Patriot Financial Group Insurance Agency
Massachusetts
$401K -$4.64K -67 -1%
BIAS
670
Beacon Investment Advisory Services
New Jersey
$398K – – –
RWA
671
Redhawk Wealth Advisors
Minnesota
$396K +$10.9K +160 +3%
BOH
672
Bank of Hawaii
Hawaii
$394K +$30.1K +440 +8%
CIA
673
Cohen Investment Advisors
New Hampshire
$394K +$394K +5,767 New
CHA
674
Cooper/Haims Advisors
New York
$393K +$4.3K +63 +1%
MWM
675
Meridian Wealth Management
Kentucky
$392K +$151K +2,215 +63%
25 26
27
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