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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 %
NEWAS
776
N.E.W. Advisory Services
Wisconsin
$269K +$269K +3,937 New
ITIM
777
Indiana Trust & Investment Management
Indiana
$266K – – –
BFG
778
Berger Financial Group
Minnesota
$265K +$4.37K +64 +2%
NP
779
Ninepoint Partners
Ontario, Canada
$264K – – –
SWM
780
Silverlake Wealth Management
Vermont
$263K +$38.2K +559 +17%
PMG
781
ProVise Management Group
Florida
$262K -$68 -1 -0%
Verition Fund Management
782
Verition Fund Management
Connecticut
$261K -$874K -12,794 -77%
HWM
783
HB Wealth Management
Georgia
$261K +$63K +922 +32%
MA
784
MKT Advisors
California
$260K -$10.6K -152 -4%
SP
785
Successful Portfolios
Florida
$259K -$274 -4 -0.1%
MWM
786
Mattern Wealth Management
Kansas
$259K +$6.68K +98 +3%
WA
787
WESPAC Advisors
California
$259K +$259K +3,789 New
H
788
HoyleCohen
California
$258K – – –
GT
789
Glenview Trust
Kentucky
$256K – – –
LWP
790
Lumature Wealth Partners
Georgia
$256K +$10.3K +151 +4%
HGERS
791
Householder Group Estate & Retirement Specialist
Arizona
$254K -$74.3K -1,089 -23%
AMG
792
Advisors Management Group
Wisconsin
$254K +$616 +9 +0.2%
SAM
793
Silvercrest Asset Management
New York
$253K – – –
SFG
794
Summit Financial Group
West Virginia
$253K – – –
RFA
795
Resurgent Financial Advisors
Georgia
$252K +$252K +3,692 New
FNBOMD
796
First National Bank of Mount Dora
Florida
$250K -$3.13K -46 -1%
PB
797
Pinnacle Bancorp
Nebraska
$250K +$2.86K +42 +1%
SDAM
798
Shulman DeMeo Asset Management
New York
$249K +$5.94K +87 +2%
FG
799
Fiduciary Group
Georgia
$248K -$11K -149 -4%
MA
800
Montag & Associates
Georgia
$246K – – –
30 31
32
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