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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 %
JBA
726
Johnson Bixby & Associates
Washington
$332K +$466 +8 +0.1%
CSI
727
Cross Staff Investments
New York
$329K – – –
PMA
728
Prudent Man Advisors
Illinois
$327K +$127K +2,181 +64%
KFGK
729
Keystone Financial Group (Kentucky)
Kentucky
$323K +$4.89K +84 +2%
RWB
730
RMR Wealth Builders
New Jersey
$319K +$10.2K +174 +3%
SMC
731
Smith, Moore & Co
Missouri
$318K +$11.6K +200 +4%
VW
732
Vance Wealth
California
$317K +$2.45K +42 +0.8%
TSS
733
Two Sigma Securities
New York
$317K +$317K +5,442 New
AMIM
734
Aull & Monroe Investment Management
Alabama
$314K – – –
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$309K -$27.6K -474 -8%
BCA
736
Bay Colony Advisors
Massachusetts
$308K -$44.3K -762 -13%
Bank Julius Baer & Co
737
Bank Julius Baer & Co
Switzerland
$301K -$317K -5,445 -51%
T
738
TCWP
Ohio
$300K +$60.7K +1,046 +25%
DAC
739
Dividend Assets Capital
South Carolina
$298K +$6.98K +120 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
740
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$297K -$69.9K -1,200 -19%
SFS
741
Stiles Financial Services
Minnesota
$296K +$2.5K +43 +0.9%
GWMIA
742
Global Wealth Management Investment Advisory
Florida
$295K +$29.2K +501 +11%
BLC
743
Brown, Lisle/Cummings
Rhode Island
$293K +$24.2K +415 +9%
AI
744
Accredited Investors
Minnesota
$291K +$32.5K +558 +13%
IP
745
Ignite Planners
California
$289K +$289K +4,879 New
FMWA
746
Forvis Mazars Wealth Advisors
Missouri
$288K -$57.9K -996 -17%
EA
747
Eudaimonia Advisors
Tennessee
$288K +$29K +498 +11%
FHA
748
First Horizon Advisors
Tennessee
$287K +$2.74K +47 +1%
SCA
749
SMH Capital Advisors
Texas
$287K +$36.2K +622 +14%
AI
750
Atom Investors
Texas
$287K +$287K +4,936 New
28 29
30
31 32