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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 %
CANY
751
Caxton Associates (New York)
New York
$315K +$315K +4,968 New
NEWAS
752
N.E.W. Advisory Services
Wisconsin
$315K +$27.2K +429 +9%
SWIG
753
Strategic Wealth Investment Group
Kentucky
$313K +$4.82K +73 +2%
BHPW
754
Beverly Hills Private Wealth
California
$312K +$312K +4,921 New
CA
755
Cullinan Associates
Kentucky
$310K +$310K +4,889 New
AWA
756
Arkadios Wealth Advisors
Georgia
$310K -$85.7K -1,351 -22%
WC
757
Weil Company
California
$308K – – –
SIMG
758
Sonora Investment Management Group
Arizona
$308K -$20.1K -317 -6%
CWM
759
Congress Wealth Management
Massachusetts
$308K +$17.5K +276 +6%
WAAG
760
Wealth Alliance Advisory Group
Kansas
$307K +$307K +4,837 New
CAM
761
Campion Asset Management
Virginia
$304K +$25.7K +405 +9%
AWM
762
Avior Wealth Management
Nebraska
$303K +$571 +9 +0.2%
MFA
763
Mayflower Financial Advisors
Massachusetts
$302K +$30.4K +479 +11%
DDC
764
DF Dent & Co
Maryland
$302K -$888 -14 -0.3%
MWM
765
Meridian Wealth Management
Kentucky
$302K +$3.55K +56 +1%
EA
766
Eudaimonia Advisors
Tennessee
$301K -$12.7K -200 -4%
MSFS
767
Main Street Financial Solutions
Pennsylvania
$301K +$36.7K +578 +14%
WAP
768
Wealthcare Advisory Partners
Pennsylvania
$301K -$64.1K -1,011 -18%
FT
769
Fiduciary Trust
Massachusetts
$299K -$127 -2 -0%
ICA
770
Infrastructure Capital Advisors
New York
$299K +$27.1K +428 +10%
NFG
771
Nations Financial Group
Iowa
$299K -$4.76K -75 -2%
MGIM
772
M&G Investment Management
United Kingdom
$298K -$99K -1,571 -25%
AAP
773
Arax Advisory Partners
Colorado
$297K -$72.6K -1,145 -20%
OA
774
Oxbow Advisors
Texas
$296K – – –
LSPW
775
Lake Street Private Wealth
Illinois
$296K +$5.08K +80 +2%
29 30
31
32 33