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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 %
CCP
651
Carmel Capital Partners
California
$458K +$37.8K +596 +9%
SHFA
652
SS&H Financial Advisors
Michigan
$457K – – –
DAM
653
Derbend Asset Management
Georgia
$454K -$223K -3,512 -33%
BP
654
Ballentine Partners
Massachusetts
$454K -$37.7K -594 -8%
SL
655
Sentinus LLC
Illinois
$451K +$22.1K +348 +5%
DCM
656
Dudley Capital Management
Virginia
$450K +$450K +7,095 New
CAC
657
Certified Advisory Corp
Florida
$449K -$17.4K -274 -4%
FAFN
658
First Affirmative Financial Network
Colorado
$449K -$29.7K -468 -6%
EI
659
Ellevest Inc
New York
$448K +$36.7K +579 +9%
QCG
660
Quadrant Capital Group
Ohio
$447K +$77.3K +1,218 +21%
CAG
661
Csenge Advisory Group
Florida
$445K -$481K -7,587 -52%
OCG
662
Opus Capital Group
Ohio
$445K -$12.3K -194 -3%
GT
663
Greenleaf Trust
Michigan
$445K +$50.2K +792 +13%
SCM
664
Spreng Capital Management
Ohio
$445K -$25.4K -400 -5%
GBT
665
Grove Bank & Trust
Florida
$443K +$48.8K +768 +12%
GWMIA
666
Global Wealth Management Investment Advisory
Florida
$443K +$122K +1,919 +38%
V
667
Veritable
Delaware
$442K -$147K -2,313 -25%
PPC
668
Park Place Capital
Alabama
$441K +$441K +6,952 New
SAM
669
SignalPoint Asset Management
Missouri
$439K +$6.22K +98 +1%
FMAEN1
670
Fund Management at Engine No 1
California
$438K +$61.4K +968 +16%
BIA
671
Benchmark Investment Advisors
Illinois
$438K – – –
PA
672
Procyon Advisors
Connecticut
$437K +$50.9K +803 +13%
WI
673
Wintrust Investments
Illinois
$436K +$63 +1 +0%
VCA
674
Verdence Capital Advisors
Maryland
$436K -$120K -1,899 -22%
MYIA
675
Mount Yale Investment Advisors
Colorado
$435K +$435K +6,852 New
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