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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 %
CPO
701
Cerity Partners OCIO
New York
$350K +$20.1K +295 +6%
SFS
702
Stiles Financial Services
Minnesota
$344K +$8.25K +121 +2%
DAC
703
Dividend Assets Capital
South Carolina
$341K – – –
WFI
704
West Family Investments
California
$338K -$133K -1,948 -28%
AFG
705
Allegheny Financial Group
Pennsylvania
$337K -$14.9K -219 -4%
CRI
706
Colonial River Investments
Virginia
$334K -$51K -746 -13%
LA
707
LexAurum Advisors
Kansas
$334K +$11.4K +167 +4%
FHA
708
First Horizon Advisors
Tennessee
$334K +$293K +4,289 +721%
CFAM
709
Center For Asset Management
Florida
$333K +$333K +4,881 New
WC
710
Weil Company
California
$332K – – –
CIA
711
Capital Investment Advisors
Georgia
$331K -$45.4K -664 -12%
PA
712
Procyon Advisors
Connecticut
$331K +$331K +4,850 New
SWM
713
Sugarloaf Wealth Management
Georgia
$329K -$4.5K -66 -1%
DDC
714
DF Dent & Co
Maryland
$327K – – –
KFA
715
Krane Funds Advisors
New York
$324K +$324K +4,749 New
NFG
716
Nations Financial Group
Iowa
$323K +$13.9K +204 +5%
RWP
717
Ridgecrest Wealth Partners
California
$322K +$122K +1,789 +61%
CAC
718
Certified Advisory Corp
Florida
$321K -$5.04K -74 -2%
TFS
719
Thoroughbred Financial Services
Tennessee
$321K +$59K +866 +23%
EGM
720
Engineers Gate Manager
New York
$321K +$321K +4,703 New
IA
721
Inspire Advisors
Idaho
$321K +$321K +4,705 New
FT
722
Fiduciary Trust
Massachusetts
$320K – – –
OA
723
Oxbow Advisors
Texas
$319K – – –
DLG
724
Daniel L. Goodwin
$318K – – –
TCA
725
Transcend Capital Advisors
New Jersey
$318K +$4.44K +65 +1%
27 28
29
30 31