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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 %
FWM
676
Focused Wealth Management
New York
$391K -$36.7K -537 -9%
HI
677
Harbour Investments
Wisconsin
$391K +$391K +5,728 New
WB
678
WesBanco Bank
West Virginia
$390K +$13.6K +200 +4%
JBA
679
Johnson Bixby & Associates
Washington
$389K +$547 +8 +0.1%
FCI
680
Financial Counselors Inc
Kansas
$386K +$104K +1,519 +37%
FAIM
681
Financial Advocates Investment Management
Washington
$385K -$2.35M -34,415 -86%
CSI
682
Cross Staff Investments
New York
$385K – – –
AAP
683
Arax Advisory Partners
Colorado
$384K +$3.96K +58 +1%
CCP
684
Carmel Capital Partners
California
$384K +$31.2K +457 +9%
WAP
685
Wealthcare Advisory Partners
Pennsylvania
$381K +$11.5K +169 +3%
AWM
686
Apollon Wealth Management
South Carolina
$380K -$9.08K -133 -2%
EWM
687
Empirical Wealth Management
Washington
$374K -$69.3K -1,014 -16%
KFGK
688
Keystone Financial Group (Kentucky)
Kentucky
$373K +$205 +3 +0.1%
AMIM
689
Aull & Monroe Investment Management
Alabama
$369K – – –
VW
690
Vance Wealth
California
$369K +$2.94K +43 +0.8%
ANTB
691
AMG National Trust Bank
Colorado
$368K +$52.3K +753 +17%
GBT
692
Grove Bank & Trust
Florida
$366K +$56K +820 +18%
SFP
693
Sandbox Financial Partners
Maryland
$365K +$98.6K +1,444 +37%
LC
694
Lindbrook Capital
California
$364K -$231K -3,388 -39%
SW
695
SVB Wealth
Massachusetts
$364K +$44K +644 +14%
LSPW
696
Lake Street Private Wealth
Illinois
$363K +$72.9K +1,068 +25%
RWB
697
RMR Wealth Builders
New Jersey
$361K +$2.53K +37 +0.7%
SMC
698
Smith, Moore & Co
Missouri
$359K +$85.3K +1,251 +31%
SIMG
699
Sonora Investment Management Group
Arizona
$353K +$1.36K +20 +0.4%
RCIM
700
Red Cedar Investment Management
Michigan
$352K +$352K +5,160 New
26 27
28
29 30