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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 %
MOS
676
MGO One Seven
Ohio
$430K +$185K +2,919 +76%
FPGK
677
Financial Partners Group (Kansas)
Kansas
$429K -$56.2K -837 -12%
WC
678
Whitney & Co
New York
$428K -$26.6K -420 -6%
Nomura Holdings
679
Nomura Holdings
Japan
$427K -$578K -9,130 -58%
1WA
680
180 Wealth Advisors
Washington
$426K +$30K +441 +8%
CA
681
Crane Advisory
California
$426K – – –
NFSG
682
Newbridge Financial Services Group
Florida
$422K -$25.4K -401 -6%
BBA
683
BLB&B Advisors
Pennsylvania
$422K +$422K +6,646 New
CCG
684
Cypress Capital Group
Florida
$410K +$120K +1,895 +41%
RBC
685
Romano Brothers & Co
Illinois
$410K – – –
FCA
686
Fortis Capital Advisors
Kansas
$407K +$407K +6,412 New
Acadian Asset Management
687
Acadian Asset Management
Massachusetts
$406K +$406K +6,413 New
RWA
688
Redhawk Wealth Advisors
Minnesota
$404K -$5.58K -88 -1%
PMA
689
Prudent Man Advisors
Illinois
$403K +$46.8K +737 +13%
FAIM
690
Financial Advocates Investment Management
Washington
$402K -$35.4K -558 -8%
IAG
691
Investmark Advisory Group
Connecticut
$402K +$9.39K +148 +2%
MM
692
MQS Management
New York
$400K -$508K -8,016 -56%
WWM
693
Western Wealth Management
Colorado
$399K -$489K -7,713 -55%
AA
694
Ancora Advisors
Ohio
$396K – – –
BIA
695
Beacon Investment Advisors
Maryland
$396K +$396K +6,241 New
MIM
696
Moseley Investment Management
Florida
$395K -$16.6K -262 -4%
CIA
697
Cohen Investment Advisors
New Hampshire
$394K +$22.4K +353 +6%
KA
698
Kintegral Advisory
New York
$392K +$392K +6,163 New
PIA
699
Panoramic Investment Advisors
Colorado
$392K +$392K +6,177 New
AL
700
Aspiriant LLC
California
$391K +$1.27K +20 +0.3%
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