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Realty Income
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Overview Fund Activity

1,069 hedge funds and large institutions have $29.8B invested in Realty Income in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 509 increasing their positions, 301 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-15
Holders Change %
-1.38%
% of All Funds
18.49%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
101
Increased
509
Reduced
301
Closed
96
Calls
$167M
Puts
$120M
Net Calls
+$46.9M
Net Calls Change
-$95M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
2
ZP
Zimmer Partners
New York
+$125M
3
American Century Companies
American Century Companies
Missouri
+$76.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$69M
5
Macquarie Group
Macquarie Group
Australia
+$59.7M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$148M
2
Cohen & Steers
Cohen & Steers
New York
-$99.4M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.8M
4
Morgan Stanley
Morgan Stanley
New York
-$62M
5
ORIO
Old Republic International (ORI)
Illinois
-$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
701
Essex Savings Bank
Connecticut
$352K -$4.42K -76 -1%
GVAG
702
Great Valley Advisor Group
Delaware
$352K -$4.43K -76 -1%
MAC
703
Mason & Associates (California)
California
$352K – – –
5L
704
55I LLC
Massachusetts
$352K +$352K +6,057 New
LC
705
Lindbrook Capital
California
$348K +$37.9K +651 +12%
NRI
706
NFP Retirement Inc
California
$347K +$2.15K +37 +0.6%
SFI
707
Siemens Fonds Invest
Germany
$347K – – –
FMAEN1
708
Fund Management at Engine No 1
California
$345K -$8.08K -139 -2%
SAM
709
Strategy Asset Managers
California
$343K +$343K +5,898 New
CAM
710
Cresset Asset Management
Illinois
$342K -$182K -3,108 -35%
VWA
711
Visionary Wealth Advisors
Illinois
$342K -$10.1K -173 -3%
MCWS
712
McKinley Carter Wealth Services
West Virginia
$341K -$123K -2,117 -27%
CIA
713
Cohen Investment Advisors
New Hampshire
$341K +$5.58K +96 +2%
WFI
714
West Family Investments
California
$341K +$52.4K +901 +18%
KA
715
Kovack Advisors
Florida
$340K -$50.3K -864 -13%
BIAS
716
Beacon Investment Advisory Services
New Jersey
$340K – – –
QCG
717
Quadrant Capital Group
Ohio
$339K -$16.2K -278 -5%
1WA
718
180 Wealth Advisors
Washington
$339K -$815 -14 -0.2%
AAP
719
Arax Advisory Partners
Colorado
$339K +$11.2K +193 +3%
VIM
720
VELA Investment Management
Ohio
$339K +$93.7K +1,612 +38%
BOH
721
Bank of Hawaii
Hawaii
$337K +$1.51K +26 +0.5%
CIA
722
Capital Investment Advisors
Georgia
$336K +$53.8K +924 +19%
WAP
723
Wealthcare Advisory Partners
Pennsylvania
$335K +$10.3K +177 +3%
FWM
724
Focused Wealth Management
New York
$334K +$1.16K +20 +0.3%
CFAM
725
Center For Asset Management
Florida
$333K +$48.6K +835 +17%
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